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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)
    • FINSYNC's Limited Plan
  • 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
      Back to home
      1. Knowledge Base
      2. 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)
        • FINSYNC's Limited Plan
      • 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

      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
      • Go to www.finsync.com
      • FINSYNC