Settings
Manage & customize your settings
23 articles
- How to link & switch between different accounts
- What happens when I remove a user on the annual subscription?Will I get a credit when I remove a user on the annual plan?
- How to add your firm logo & branding
- How to Change / Remove / Customize NotificationsLearn how to customize your notifications in Financial Cents
- Customize User PermissionsRestrict what certain team members can access and do in Financial Cents
- How to remove a team memberHow to remove a team member, what happens to their information, how to reassign their work to someone else
- Update Password, Email, Company, and Personal InformationHow can I edit my personal information in Financial Cents? How can I edit my password, email, and company information in Financial Cents?
- How to import new clients from QuickBooks Online to Financial CentsFor when you add new clients to QuickBooks Online and want them in Financial Cents
- Setting Up Two-Factor Authentication (2FA)How to set up two-factor authentication (2FA) for either yourself or your account
- How to link/sync an individual client to QuickBooks OnlineHow to manually sync an individual client to QuickBooks Online
- How to change my subscription planHow to switch to an annual or monthly billing plan
- How To Export Your Client List From Your Current SoftwareHow to export your client list from your current software to import it into Financial Cents
- Subscription CancellationI need to cancel my subscription in Financial Cents -- how do I do that?
- Will my subscription renew automatically?
- How to add a new team member
- Can I export my data from Financial Cents?How to export your data from Financial Cents
- How to customize user permissionsControl what certain users can see and do in Financial Cents with custom user permissions
- Invite Your TeamInvite your team to collaborate on and track their work
- How do I Subscribe to a monthly or Annual Plan?How to subscribe or sign up to Financial Cents
- Celebrate completed work with confetti🎉Display a confetti party effect when closing a project
- How to switch to Canadian hosted storageHow do I switch my storage settings so that my files are hosted in Canada?
- How to configure notification settings
- How to import multiple contacts for one client