Knowledge Base
Go to www.finsync.com
Getting Started
Banking
Overview of Banking Tab
Understanding Transactions
General Business
Banking Settings
Payments
Income & Receiving Payments
Invoicing
Expenses & Sending Payments
Customers
Vendors
Lockbox
Mobile
Merchant Processing (Charge Cards)
Cashflow
Payroll
Payroll
Associates
Setting Up Employee Profiles
Timeclock
Projects
Accounting
General Reporting
Journal Entries
Assets & Liabilities
Attributes
Getting Started
General Information
Users & Permissions
Account Profiles
Forms
Payroll
Payments
Internal
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Knowledge Base
Getting Started
Banking
Overview of Banking Tab
Understanding Transactions
General Business
Banking Settings
Payments
Income & Receiving Payments
Invoicing
Expenses & Sending Payments
Customers
Vendors
Lockbox
Mobile
Merchant Processing (Charge Cards)
Cashflow
Payroll
Payroll
Associates
Setting Up Employee Profiles
Timeclock
Projects
Accounting
General Reporting
Journal Entries
Assets & Liabilities
Attributes
Getting Started
General Information
Users & Permissions
Account Profiles
Forms
Payroll
Payments
Internal
Getting Started
New to FINSYNC? Use these helpful articles in order to familiarize yourself with some of key areas of the FINSYNC software.
How to Add Your First Bank Account in FINSYNC
General Information
FINSYNC Password Requirements
FINSYNC and Multifactor Authentication (MFA)
How to Change Profile Ownership (Email & Password)
Understanding Transactional and Additional Fees
Choosing Your Sign-in Start Page
Contact FINSYNC
How to Reset a Password
See more
Users & Permissions
How to Remove Administrative Users
Adding Users and Modifying User Permissions (Sharing and Inviting Users)
Account Profiles
How to Set Up & Edit Your Company Profile
How to Create Additional FINSYNC Profiles
How to View Your Subscription Billing Information
FINSYNC Billing Schedule and Records
How to Set Up a Funding Account for FINSYNC Subscription Billing
How to Switch Your Default Business Profile
See more
