Knowledge Base
Go to www.finsync.com
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 & Charts
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 & Charts
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.
Business Elite Pro Enrollment Instructions
Let FINSYNC Set You Up
General Information
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Transactional and Additional Fees:
Choose Your Sign-in Start Page
FINSYNC Contact Info
How to Reset a Password
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Users & Permissions
Sharing & User Permissions - Overview
Support: Invite FINSYNC to Your Profile
Administrative Users: How to Remove
Adding and Modifying User Permissions
How to Enable Two-Touch Bill Pay
See more
Account Profiles
Company Profile: How to Set Up & Edit
How to Create Additional Business Profiles
How to view your subscription billing information
FINSYNC Billing Schedule & Records
How to Set Up a Funding Account
Default Business Profile: How to Switch It
See more
