Knowledge Base
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Reports
Payments
Income & Receiving Payments
Invoicing
Expenses & Sending Payments
Customers
Vendors
Lockbox
Mobile
Merchant Processing (Charge Cards)
FINSYNC's Limited Plan
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
Service Partner Community
Featured
Lender Partner Community
Getting Started
Lender Experience
Digital Transformation
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Knowledge Base
Reports
Payments
Income & Receiving Payments
Invoicing
Expenses & Sending Payments
Customers
Vendors
Lockbox
Mobile
Merchant Processing (Charge Cards)
FINSYNC's Limited Plan
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
Service Partner Community
Featured
Lender Partner Community
Getting Started
Lender Experience
Digital Transformation
Reports
Understand how to Use FINSYNC's reports and charts for visibility into your company's finances.
General Reporting
How to Access the Audit Trail
Overview of Trial Balance Report
Locating the 1099 Report
How to Export Reports as either CSV & PDF
How to Track Payments using FINSYNC's Pay Report
How to Run Comparative Reports
Reports: A/R Aging Explained
Discrepancies Between Banking Tab and Reports
Using the 1099 Payment Report
How to Set Reporting to Either Cash or Accrual:
How to Edit Your Chart of Accounts
How to Balance Your Opening Balances
Understanding Your Accounting Start Date
How to Set General Ledger Accounts for Payroll
See more
Journal Entries
Journal Entries & New Transactions on Credit Cards
Journal Entries & New Transactions on Bank Accounts
How to Create Single Journal Entries
Assets & Liabilities
Opening Balances of Assets & Liabilities
The Basics of Assets & Liabilities
General Ledger Account Types Explained
Attributes
How to Create Departments & Locations for Attributes
Overview of Attributes (Classes)
How to Filter by a Single Attribute
