Knowledge Base
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Getting Started
Payments
Income & Receiving Payments
Invoicing
Expenses & Sending Payments
Customers
Vendors
Lockbox
Mobile
Merchant Processing (Charge Cards)
Banking & Cash Flow
Overview of Banking Tab
Understanding Transactions
General Business
Banking Settings
Payroll & Projects
Payroll
Projects
Associates
Setting Up Employee Profiles
Timeclock
Reports
General Reporting
Journal Entries
Assets & Liabilities
Attributes
Getting Started
General Information
Users & Permissions
Account Profiles
FINSYNC Plan Information
Overviews
Limited Plan
New Features & Updates
Updates by Date
Service Partner Community
News/Updates
Featured
Lender Partner Community
Getting Started
Lender Experience
Digital Transformation
Back to home
Knowledge Base
Getting Started
Payments
Income & Receiving Payments
Invoicing
Expenses & Sending Payments
Customers
Vendors
Lockbox
Mobile
Merchant Processing (Charge Cards)
Banking & Cash Flow
Overview of Banking Tab
Understanding Transactions
General Business
Banking Settings
Payroll & Projects
Payroll
Projects
Associates
Setting Up Employee Profiles
Timeclock
Reports
General Reporting
Journal Entries
Assets & Liabilities
Attributes
Getting Started
General Information
Users & Permissions
Account Profiles
FINSYNC Plan Information
Overviews
Limited Plan
New Features & Updates
Updates by Date
Service Partner Community
News/Updates
Featured
Lender Partner Community
Getting Started
Lender Experience
Digital Transformation
Getting Started
Just getting started? Use these articles and guides for everything you need to kick off your FINSYNC venture.
How to Add Your First Bank Account in FINSYNC
Business Elite Pro Enrollment Instructions
Let FINSYNC Set You Up
General Information
FINSYNC and Multifactor Authentication (MFA)
IBM Trusteer Rapport Causes Bank Accounts Not to Sync
Understanding Transactional and Additional Fees
Choosing Your Sign-in Start Page
Contact Info for FINSYNC
How to Reset a Password
See more
Users & Permissions
Overview of Sharing and User Permissions
How to Invite FINSYNC Support to Your Profile
How to Remove Administrative Users
Adding Users and Modifying User Permissions
How to Enable Two-Touch Bill Pay
See more
Account Profiles
How to Set Up & Edit Your Company Profile
How to Create Additional Business 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
