Manage & customize your settings
By Shahram and 1 other2 authors24 articles
What happens when I remove a user on the annual subscription?
How to add your firm logo & branding
How to link & switch between different accounts
How to Change / Remove / Customize Notifications
Customize User Permissions
How to remove a team member
Update Password, Email, Company, and Personal Information
How to import new clients from QuickBooks Online to Financial Cents
Setting up two-factor authentication (2FA)
How to link/sync an individual client to QuickBooks Online
How to change my subscription plan
How to set up monthly recurring engagements or record a flat fee charge
How To Export Your Client List From Your Current Software
How to cancel my Subscription
Will my subscription renew automatically?
How to add a new team member
Can I export my data from Financial Cents?
How to customize user permissions
Invite Your Team
How do I Subscribe to a monthly or Annual Plan?
Celebrate completed work with confetti🎉
How to switch to Canadian hosted storage
How to configure notification settings
How to import multiple contacts for one client