# Financial Cents Help Center

> Hi {{full\_name|fallback:"there"}}. How can we help you today?

## Getting Started

- [Set-Up Guide](https://help.financial-cents.com/en/articles/8796489-set-up-guide.md): A step by step process for setting up Financial Cents
- [Firm Adoption Guide](https://help.financial-cents.com/en/articles/9113243-firm-adoption-guide.md): Quick Tips for getting your team to adopt Financial Cents after you have set it up
- [Staff Member Training Program](https://help.financial-cents.com/en/articles/9077992-staff-member-training-program.md): A quick Financial Cents training program for your employees
- [Client Portal Adoption Guide](https://help.financial-cents.com/en/articles/9108392-client-portal-adoption-guide.md): Tips for implementing our client portal and telling your clients

## Workflow & Automation

- [Tracking Work & Deadlines in Your Workflow Dashboard](https://help.financial-cents.com/en/articles/5390143-tracking-work-deadlines-in-your-workflow-dashboard.md): How to easily track the status of client work in your workflow dashboard
- [Drag and Drop Files to Tasks](https://help.financial-cents.com/en/articles/15135557-drag-and-drop-files-to-tasks.md): Drag one or more files from your desktop onto any Client Task or Team Task to attach them instantly. The row highlights as you drag over it, and the files upload without opening the task.
- [Workflow Templates - Document Your Processes](https://help.financial-cents.com/en/articles/5385841-workflow-templates-document-your-processes.md): Turn your firm's processes into reusable templates, then keep them organized with categories so the right template is always seconds away.
- [Placeholders roles for templates](https://help.financial-cents.com/en/articles/7017275-placeholders-roles-for-templates.md): Auto assign team members to tasks when creating work from templates
- [Recurring Projects: How They Work](https://help.financial-cents.com/en/articles/5043865-recurring-projects-how-they-work.md): Automate work creation with recurring projects, choose the recurrence that fits each engagement, and keep one-time setup tasks from repeating.
- [Accounting Periods for Projects](https://help.financial-cents.com/en/articles/5947205-accounting-periods-for-projects.md): Specify what accounting period your projects are for in FC
- [Workflow Automations](https://help.financial-cents.com/en/articles/9617567-workflow-automations.md): Use Automations to automate admin tasks
- [Create Saved Filtered Workflow Views](https://help.financial-cents.com/en/articles/5087436-create-saved-filtered-workflow-views.md): Create saved workflow views and custom reports to declutter your view and see the work that matters most to you
- [How to Customize my Workflow Dashboard](https://help.financial-cents.com/en/articles/7191168-how-to-customize-my-workflow-dashboard.md): How do I change the fields I see on my workflow dashboard?
- [Calendar View - Tracking Client Work](https://help.financial-cents.com/en/articles/7180002-calendar-view-tracking-client-work.md): The calendar view is a different way to track client work
- [Due Date Constraints on Templates](https://help.financial-cents.com/en/articles/6779501-due-date-constraints-on-templates.md): Set task-level due dates once in your template and let Financial Cents automatically calculate every deadline when a project is created or its due date changes.
- [Work Resources](https://help.financial-cents.com/en/articles/6779480-work-resources.md): Link to important resources, apps, videos, and documents from work inside Financial Cents
- [Create Your Client Work](https://help.financial-cents.com/en/articles/5385767-create-your-client-work.md): Set up your client work in Financial Cents to track deadlines and collaborate with your staff.
- [Collaborating with your Team in Financial Cents](https://help.financial-cents.com/en/articles/4213272-collaborating-with-your-team-in-financial-cents.md): Learn how you can keep your team in the loop by collaborating on work inside of Financial Cents
- [Default settings for Workflow Templates](https://help.financial-cents.com/en/articles/8888118-default-settings-for-workflow-templates.md): Streamline and automate work creation
- [Save Workflow Views & more notifications](https://help.financial-cents.com/en/articles/4880903-save-workflow-views-more-notifications.md): Save & set default workflow views, @ team members on the client profile page, and upload any size document
- [Calendar View](https://help.financial-cents.com/en/articles/4610145-calendar-view.md): Learn more about the Calendar View in Financial Cents
- [Auto-send templated emails to clients](https://help.financial-cents.com/en/articles/8491665-auto-send-templated-emails-to-clients.md): Automatically send a templated email to your client when a task or section is completed, and review or edit it before it goes out.
- [Auto-create projects when tasks or sections are completed](https://help.financial-cents.com/en/articles/9411305-auto-create-projects-when-tasks-or-sections-are-completed.md): Automatically create a new project when a task or section is completed, and review or edit the project details before it is created.
- [Tag Automators - Automate the status of work](https://help.financial-cents.com/en/articles/6390461-tag-automators-automate-the-status-of-work.md): Automatically change the status or tag on the work when a task or section is completed
- [Become A Workflow Champion](https://help.financial-cents.com/en/articles/10040561-become-a-workflow-champion.md): Share templates to the template library
- [Client-facing work statuses](https://help.financial-cents.com/en/articles/10065301-client-facing-work-statuses.md)
- [Optimize your workflow templates](https://help.financial-cents.com/en/articles/10561935-optimize-your-workflow-templates.md): Follow this guide to take your templates to the next level
- [Bulk Edit Tasks on a Project](https://help.financial-cents.com/en/articles/15135686-bulk-edit-tasks-on-a-project.md): Update assignees, due dates, or budgeted time across multiple tasks at once without editing each one individually.
- [Create any workflow template in seconds with ChatGPT AI](https://help.financial-cents.com/en/articles/7235764-create-any-workflow-template-in-seconds-with-chatgpt-ai.md): Use AI to create any workflow template in seconds
- [Internal Due Dates](https://help.financial-cents.com/en/articles/7225602-internal-due-dates.md): How to track internal or estimated due dates
- [How to Create Projects/Work in Financial Cents](https://help.financial-cents.com/en/articles/7191160-how-to-create-projects-work-in-financial-cents.md): Learn how to create work in Financial Cents
- [How to Extend Due Dates](https://help.financial-cents.com/en/articles/6074286-how-to-extend-due-dates.md): Apply due date extensions for client work in Financial Cents
- [How to Bulk Edit Projects](https://help.financial-cents.com/en/articles/6244549-how-to-bulk-edit-projects.md): How to easily mass or bulk edit your projects in Financial Cents
- [How to customize firm-wide automations](https://help.financial-cents.com/en/articles/7191147-how-to-customize-firm-wide-automations.md): How to turn off your automated workflow settings in Financial Cents
- [How to set up reminders for due dates](https://help.financial-cents.com/en/articles/5563789-how-to-set-up-reminders-for-due-dates.md): Due date reminders on projects/work
- [How Does the Show Current Assignee Filter Work?](https://help.financial-cents.com/en/articles/4486865-how-does-the-show-current-assignee-filter-work.md): Enhance your visibility by understanding who the current assignee is on client work in Financial Cents
- [How to Add Task Dependencies](https://help.financial-cents.com/en/articles/4995322-how-to-add-task-dependencies.md): Use task dependencies to automatically notify team members when it's time to begin their task
- [Can I upload workflow templates from a CSV or Excel file?](https://help.financial-cents.com/en/articles/5563903-can-i-upload-workflow-templates-from-a-csv-or-excel-file.md): When creating templates can I upload a CSV or Excel file?
- [How to Mark a Project Completed](https://help.financial-cents.com/en/articles/5023299-how-to-mark-a-project-completed.md): How to close a project and make it disappear from your workflow dashboard
- [How to Copy a Project to Multiple Clients](https://help.financial-cents.com/en/articles/5023338-how-to-copy-a-project-to-multiple-clients.md): Easily assign or duplicate a project to multiple clients at once
- [Can I share my templates with friends?](https://help.financial-cents.com/en/articles/5199598-can-i-share-my-templates-with-friends.md): Easily share your workflow templates with your friends that use Financial Cents
- [How long does it take for a project to recur?](https://help.financial-cents.com/en/articles/6222523-how-long-does-it-take-for-a-project-to-recur.md): Know exactly when Financial Cents creates the next recurring project so you can plan around it and trust that nothing slips through.
- [How to create tag & status filters](https://help.financial-cents.com/en/articles/4914186-how-to-create-tag-status-filters.md): How to use tags to better track client work
- [Can I customize my workflow dashboard?](https://help.financial-cents.com/en/articles/5386226-can-i-customize-my-workflow-dashboard.md): Customize your workflow dashboard to track the information that matters most to your firm
- [How to track prospects and leads in Financial Cents](https://help.financial-cents.com/en/articles/5342694-how-to-track-prospects-and-leads-in-financial-cents.md): Easily track leads through the sales process in Financial Cents
- [Bulk Extend Projects from your Workflow Dashboard](https://help.financial-cents.com/en/articles/6128710-bulk-extend-projects-from-your-workflow-dashboard.md): Use the bulk extend feature to easily extend multiple projects at once inside Financial Cents
- [Troubleshooting Recurrence Issues](https://help.financial-cents.com/en/articles/9631119-troubleshooting-recurrence-issues.md): How to resolve issues with project recurrences
- [Big updates to client tasks and chat](https://help.financial-cents.com/en/articles/9879844-big-updates-to-client-tasks-and-chat.md)

## Client Portal, requests, & documents

- [Client Portal Overview](https://help.financial-cents.com/en/articles/8705359-client-portal-overview.md): A simple and modern client portal for everything your client needs
- [Client Tasks & Requests](https://help.financial-cents.com/en/articles/4213219-client-tasks-requests.md): Stop chasing down your clients for info by automating client requests in Financial Cents
- [Secure folder sharing & client portal](https://help.financial-cents.com/en/articles/8704515-secure-folder-sharing-client-portal.md): How to securely share documents with clients in our client portal
- [ReCats - Manage Uncategorized Transactions](https://help.financial-cents.com/en/articles/8993246-recats-manage-uncategorized-transactions.md): Streamline your firm's process for managing client uncategorized transactions
- [How to introduce your clients to the Financial Cents client portal](https://help.financial-cents.com/en/articles/7208982-how-to-introduce-your-clients-to-the-financial-cents-client-portal.md): Tips for introducing your clients to the Financial Cents Client portal
- [Custom-branded client portal, URL, and client notifications](https://help.financial-cents.com/en/articles/8562478-custom-branded-client-portal-url-and-client-notifications.md): Learn how to brand and white label your client portal and client notifications
- [Error when trying to add ReCats Licenses: No default payment found](https://help.financial-cents.com/en/articles/9682639-error-when-trying-to-add-recats-licenses-no-default-payment-found.md): How to resolve the "No default payment found" error when trying to add ReCats Licenses
- [Client Chat](https://help.financial-cents.com/en/articles/9900024-client-chat.md): Keep all client conversations organized in one place and know the moment a client reads your message.
- [Document Tags: Organize and Track Status on Client Files](https://help.financial-cents.com/en/articles/15126227-document-tags-organize-and-track-status-on-client-files.md): See at a glance what action each client file needs. Apply built-in or custom tags so your whole team knows the state of every document.
- [View the Client Portal as a Client](https://help.financial-cents.com/en/articles/15457162-view-the-client-portal-as-a-client.md): Preview exactly what your clients see in their portal with a read-only View as Client session, no client login required.
- [ReCats FAQ's](https://help.financial-cents.com/en/articles/9565816-recats-faq-s.md): Answers to Your Most Common Questions About ReCats
- [How to hide uncategorized transactions](https://help.financial-cents.com/en/articles/9268887-how-to-hide-uncategorized-transactions.md): How to hide unwanted uncategorized transactions in my ReCat view
- [Are Client Tasks Secure?](https://help.financial-cents.com/en/articles/5563772-are-client-tasks-secure.md): Can I securely request information from clients with client tasks?
- [How can my clients access the client task portal?](https://help.financial-cents.com/en/articles/5563761-how-can-my-clients-access-the-client-task-portal.md): Teach your clients how to access the client portal.
- [Can clients upload documents to my document management system instead of Financial Cents?](https://help.financial-cents.com/en/articles/7178659-can-clients-upload-documents-to-my-document-management-system-instead-of-financial-cents.md): How to customize the upload location of client tasks and requests
- [How to send multiple client tasks in bulk](https://help.financial-cents.com/en/articles/7208922-how-to-send-multiple-client-tasks-in-bulk.md): How to activate multiple client requests in bulk
- [If I close a project with client tasks, will the client still be able to see it?](https://help.financial-cents.com/en/articles/7208969-if-i-close-a-project-with-client-tasks-will-the-client-still-be-able-to-see-it.md)
- [How to deactivate multiple client tasks in bulk](https://help.financial-cents.com/en/articles/7208933-how-to-deactivate-multiple-client-tasks-in-bulk.md): How to deactivate multiple client requests in bulk
- [Automated Client Reminders](https://help.financial-cents.com/en/articles/8781064-automated-client-reminders.md): Send automated client follow ups for client tasks and requests
- [How to copy or duplicate a folder structure to other clients](https://help.financial-cents.com/en/articles/8757594-how-to-copy-or-duplicate-a-folder-structure-to-other-clients.md)
- [Customize client task notifications & reminders](https://help.financial-cents.com/en/articles/8467165-customize-client-task-notifications-reminders.md): Customize the client task notifications you send to clients
- [How to set up client tasks on templates](https://help.financial-cents.com/en/articles/7180200-how-to-set-up-client-tasks-on-templates.md): Set up client requests on templates to automate client data collection at scale
- [How to track all your client tasks/requests](https://help.financial-cents.com/en/articles/7208974-how-to-track-all-your-client-tasks-requests.md)
- [How clients can access their portal on demand](https://help.financial-cents.com/en/articles/7891704-how-clients-can-access-their-portal-on-demand.md): How your clients can access the client portal on demand
- [How to set up my client task/request list](https://help.financial-cents.com/en/articles/7180036-how-to-set-up-my-client-task-request-list.md): This guide will show you how to set up your clients request/task list
- [Issues with previewing PDF files in Google Chrome or MS Edge](https://help.financial-cents.com/en/articles/9682696-issues-with-previewing-pdf-files-in-google-chrome-or-ms-edge.md): Resolve issues when previewing PDF documents in the portal in your Chrome or Edge browser
- [How to send documents to a client](https://help.financial-cents.com/en/articles/5563672-how-to-send-documents-to-a-client.md): I want to send a document to a client, how do I do this securely?
- [How to send client tasks](https://help.financial-cents.com/en/articles/7208960-how-to-send-client-tasks.md): How to activate a client request
- [Troubleshoot Client Portal Issues](https://help.financial-cents.com/en/articles/9691857-troubleshoot-client-portal-issues.md): How to address issues with clients trying to access the Client Portal
- [Managing Your Documents: Client Files vs. Project Files](https://help.financial-cents.com/en/articles/9680706-managing-your-documents-client-files-vs-project-files.md): A guide to Client Files vs. Project Files and when to use them
- [How can I manage access to the Client Uploads folder in Financial Cents?](https://help.financial-cents.com/en/articles/12129283-how-can-i-manage-access-to-the-client-uploads-folder-in-financial-cents.md): Control how clients get access to their upload folders, and decide whether Financial Cents creates and shares them automatically.

## Billing

- [FC Billing Overview](https://help.financial-cents.com/en/articles/9967597-fc-billing-overview.md): Save time and money with Financial Cents' Billing feature
- [How to Create and Send an Invoice](https://help.financial-cents.com/en/articles/14192593-how-to-create-and-send-an-invoice.md): Learn every way to invoice a client, from one-time charges to automatic recurring billing.
- [Lock Client Files Behind an Invoice](https://help.financial-cents.com/en/articles/14630941-lock-client-files-behind-an-invoice.md): Hold deliverables and sensitive documents until clients pay in full. Files unlock automatically once payment is complete.
- [Set Up Project Based Billing](https://help.financial-cents.com/en/articles/15135770-set-up-project-based-billing.md): Link invoices to projects, set a dollar budget per project, and read the realization table to see how your billings match your tracked time.
- [How to Set Up Billing in Financial Cents](https://help.financial-cents.com/en/articles/9986192-how-to-set-up-billing-in-financial-cents.md): Set up billing once and start collecting payments from clients without leaving Financial Cents.
- [Sync Invoices & Payments with QuickBooks Online](https://help.financial-cents.com/en/articles/10043407-sync-invoices-payments-with-quickbooks-online.md): Send invoices and payments from Financial Cents to QuickBooks Online automatically, and spot any invoice that has not synced with the new QuickBooks filter.
- [Proposals & Engagement Letters](https://help.financial-cents.com/en/articles/10206714-proposals-engagement-letters.md): Send professional proposals and engagement letters, collect payment info, and auto-activate invoicing once your client signs.
- [Unbilled time, WIP \(Work in Progress\)](https://help.financial-cents.com/en/articles/10314202-unbilled-time-wip-work-in-progress.md): See every billable hour you have not invoiced yet, turn it into draft invoices in bulk, and verify hours and dollars before anything goes out.
- [Pass Card Fees to Clients](https://help.financial-cents.com/en/articles/10330879-pass-card-fees-to-clients.md): Pass card processing fees to your clients
- [Invoice & Payment Settings](https://help.financial-cents.com/en/articles/10331002-invoice-payment-settings.md): Edit invoice \#, address, email, deposit & expense accounts, and more
- [Optional add-on services in Proposal](https://help.financial-cents.com/en/articles/10331010-optional-add-on-services-in-proposal.md): Increase revenue by upselling prospects in your proposals with optional add-ons
- [Request payment methods from clients](https://help.financial-cents.com/en/articles/10349766-request-payment-methods-from-clients.md): Easily request payment methods from clients
- [Proposal Packages](https://help.financial-cents.com/en/articles/10423624-proposal-packages.md): Increase revenue and upsell clients with the ability to offer different pricing and service packages in your proposals.
- [Time Entry Rounding](https://help.financial-cents.com/en/articles/10770759-time-entry-rounding.md): Round up time entries on invoices to a specified value
- [Tax Code](https://help.financial-cents.com/en/articles/11322902-tax-code.md): Create a set of predefined tax rates for use when invoicing
- [Credit Memos](https://help.financial-cents.com/en/articles/11758862-credit-memos.md): Flexibly handle payments made to your firm by using Credit Memos!
- [Setting Up and Using Retainers](https://help.financial-cents.com/en/articles/12158603-setting-up-and-using-retainers.md): Learn to set up retainer service items, collect retainers, and bill against retainers

## Client Database

- [Your Client Database](https://help.financial-cents.com/en/articles/6971645-your-client-database.md): Securely organize all your client information into one place so it is easy for your team to access
- [How to customize my client dashboard/database view](https://help.financial-cents.com/en/articles/7208767-how-to-customize-my-client-dashboard-database-view.md): How to customize your client dashboard / database view
- [Client Profile](https://help.financial-cents.com/en/articles/4213253-client-profile.md): Store all your client information in one place so it is always easy to find
- [Organize Your Clients Into Groups](https://help.financial-cents.com/en/articles/5386247-organize-your-clients-into-groups.md): Create client groups to organize your client base and filter your workflow
- [Import your client list with a CSV file](https://help.financial-cents.com/en/articles/4914206-import-your-client-list-with-a-csv-file.md): Easily import your clients in seconds with a CSV or excel file
- [Store any type of client data with custom fields](https://help.financial-cents.com/en/articles/5331558-store-any-type-of-client-data-with-custom-fields.md): Create custom fields to store any type of client information on their profile
- [Securely store passwords and security questions for client's apps](https://help.financial-cents.com/en/articles/7208684-securely-store-passwords-and-security-questions-for-client-s-apps.md): How to store passwords in Financial Cents
- [Import Your Clients](https://help.financial-cents.com/en/articles/5385758-import-your-clients.md): How do I add my clients to Financial Cents?
- [Client Relationships](https://help.financial-cents.com/en/articles/6779442-client-relationships.md): Link related clients \(spouses, business partners, parent companies, subsidiaries\) so your team has the full picture of every connection in one place.
- [Client Vault - Securely store passwords in Financial Cents](https://help.financial-cents.com/en/articles/6779443-client-vault-securely-store-passwords-in-financial-cents.md): How to securely store passwords in Financial Cents
- [Customizing your client database dashboard](https://help.financial-cents.com/en/articles/6779014-customizing-your-client-database-dashboard.md): How to customize what shows on your client database dashboard
- [Importing your clients from QuickBooks Online](https://help.financial-cents.com/en/articles/5031736-importing-your-clients-from-quickbooks-online.md): Easily import your clients into Financial Cents from QuickBooks Online in seconds
- [How to import clients from other software into Financial Cents](https://help.financial-cents.com/en/articles/6082089-how-to-import-clients-from-other-software-into-financial-cents.md): How do I move my clients from another software solution to Financial Cents?
- [Updates to client notes](https://help.financial-cents.com/en/articles/5292753-updates-to-client-notes.md): Easily store all your client notes and info on your clients' profiles
- [Customize your dashboard & Client Group filters](https://help.financial-cents.com/en/articles/5135392-customize-your-dashboard-client-group-filters.md): New features include the ability to customize your workflow dashboard and filter projects by your client groups
- [Securely store client passwords in Financial Cents](https://help.financial-cents.com/en/articles/4270423-securely-store-client-passwords-in-financial-cents.md): Securely store client passwords, credit cards, and more in your client vault
- [How to add custom fields to the client's profile](https://help.financial-cents.com/en/articles/7208742-how-to-add-custom-fields-to-the-client-s-profile.md): How to add custom fields to your client database
- [Add multiple emails/contacts to a client's profile](https://help.financial-cents.com/en/articles/7208724-add-multiple-emails-contacts-to-a-client-s-profile.md): How to add a single or multiple emails to a client's profile
- [How to add client notes](https://help.financial-cents.com/en/articles/6779440-how-to-add-client-notes.md): Organize important client notes in Financial Cents
- [How to pin a note on a client's profile](https://help.financial-cents.com/en/articles/7208703-how-to-pin-a-note-on-a-client-s-profile.md): How to pin important client notes
- [How to mark clients inactive](https://help.financial-cents.com/en/articles/4914324-how-to-mark-clients-inactive.md): Mark your clients inactive in Financial Cents
- [Importing Custom Client Information into Custom Fields](https://help.financial-cents.com/en/articles/8268010-importing-custom-client-information-into-custom-fields.md): How to import all your client information outside of our default fields
- [How to import your clients with their client groups](https://help.financial-cents.com/en/articles/8797655-how-to-import-your-clients-with-their-client-groups.md)

## Email Integration

- [Email Integration Overview](https://help.financial-cents.com/en/articles/5858102-email-integration-overview.md): Declutter your inbox, turn emails into a tasks, pin emails to work, and have an audit trail of all emails between your client and team
- [How to Integrate my Gmail & Outlook](https://help.financial-cents.com/en/articles/7216598-how-to-integrate-my-gmail-outlook.md): How do I integrate my inbox with Financial Cents?
- [How to Pin an Email to a Project](https://help.financial-cents.com/en/articles/7191181-how-to-pin-an-email-to-a-project.md): How do I attach a client email to an existing piece of work?
- [Turn an Email into a Project / Work](https://help.financial-cents.com/en/articles/4213171-turn-an-email-into-a-project-work.md): Manage ad hoc client requests by converting emails into projects
- [How to Email a Client from Within Financial Cents](https://help.financial-cents.com/en/articles/7191174-how-to-email-a-client-from-within-financial-cents.md): I want to email my client inside Financial Cents, how do I do that?
- [Track client communication - Email Audit Trail](https://help.financial-cents.com/en/articles/7208892-track-client-communication-email-audit-trail.md): Track all client email conversations between your clients and everyone at your firm
- [How the Inbox Syncs with Gmail and Outlook](https://help.financial-cents.com/en/articles/7216052-how-the-inbox-syncs-with-gmail-and-outlook.md): How exactly does my email inbox sync with Financial Cents?
- [How to integrate your email with Financial Cents](https://help.financial-cents.com/en/articles/6779538-how-to-integrate-your-email-with-financial-cents.md)

## Time Tracking & Invoicing

- [Tracking Billable and Non-Billable Time](https://help.financial-cents.com/en/articles/4214053-tracking-billable-and-non-billable-time.md): Track time and run reports to get insights in Financial Cents
- [How to Set up My Billing Rates](https://help.financial-cents.com/en/articles/6814976-how-to-set-up-my-billing-rates.md): How to add your hourly rates in Financial Cents for time tracking
- [Invoicing in QuickBooks Online with the time tracked in Financial Cents](https://help.financial-cents.com/en/articles/4209164-invoicing-in-quickbooks-online-with-the-time-tracked-in-financial-cents.md): How to create invoices in Financial Cents with QuickBooks Online
- [Custom Service Items for time tracking](https://help.financial-cents.com/en/articles/5947226-custom-service-items-for-time-tracking.md): Create your own service items for time tracking outside of QuickBooks Online
- [Time Budgets in Financial Cents](https://help.financial-cents.com/en/articles/5201650-time-budgets-in-financial-cents.md): Set time budgets on client work to identify what work or clients are over-budget work and why
- [Seamlessly switch between timers](https://help.financial-cents.com/en/articles/5205483-seamlessly-switch-between-timers.md): Sometimes you get interrupted and other clients need your attention. This will make it easier for you to pause and restart old-timers
- [Troubleshooting time entries that aren't syncing to QuickBooks Online](https://help.financial-cents.com/en/articles/7208151-troubleshooting-time-entries-that-aren-t-syncing-to-quickbooks-online.md): How to resolved time entries that have not synced to QuickBooks Online
- [Time Tracking Updates](https://help.financial-cents.com/en/articles/5072884-time-tracking-updates.md): The ability to pause your timer along with many other time tracking updates!
- [Detailed Time Reports](https://help.financial-cents.com/en/articles/4810044-detailed-time-reports.md): New detailed time reports
- [Syncing QuickBooks Online Service Items to Financial Cents](https://help.financial-cents.com/en/articles/4249578-syncing-quickbooks-online-service-items-to-financial-cents.md): How to sync your QuickBooks service items to Financial Cents for invoicing and reporting
- [Locking Time Entries](https://help.financial-cents.com/en/articles/10330833-locking-time-entries.md): Lock time entries in Financial Cents
- [How to sync your time entries with QuickBooks Online](https://help.financial-cents.com/en/articles/5031704-how-to-sync-your-time-entries-with-quickbooks-online.md): Auto-sync your time entries from Financial Cents to QuickBooks Online
- [Time Tracking Rate Priority](https://help.financial-cents.com/en/articles/7880510-time-tracking-rate-priority.md)
- [How to import time entries into QuickBooks Desktop](https://help.financial-cents.com/en/articles/6296159-how-to-import-time-entries-into-quickbooks-desktop.md): Export your time tracking data as a spreadsheet you can use for payroll, billing, or any external tool — including manual entry into QuickBooks Desktop.
- [How to create service items?](https://help.financial-cents.com/en/articles/7208857-how-to-create-service-items.md)
- [Can my team see client billing information?](https://help.financial-cents.com/en/articles/7208803-can-my-team-see-client-billing-information.md): Are my staff members able to see client billing information?
- [How to edit a time entry](https://help.financial-cents.com/en/articles/7208777-how-to-edit-a-time-entry.md)
- [How to link employees to QuickBooks Online for time tracking](https://help.financial-cents.com/en/articles/8593857-how-to-link-employees-to-quickbooks-online-for-time-tracking.md)

## Reporting

- [Time Tracking Reports](https://help.financial-cents.com/en/articles/5563246-time-tracking-reports.md): See where your firm's time goes by client, project, or team member, filter billable from non-billable hours, and export everything for payroll or analysis.
- [Effective Hourly Rate Report](https://help.financial-cents.com/en/articles/5563255-effective-hourly-rate-report.md): Identify which clients are underpriced and killing your firm's profitability
- [Team Activity Report](https://help.financial-cents.com/en/articles/5563269-team-activity-report.md): See who on your team is currently working, what else they worked on, and how much time they worked that day
- [Capacity Management](https://help.financial-cents.com/en/articles/4464492-capacity-management.md): See exactly how many hours your team has on their plate, spot overloaded members at a glance, and rebalance workloads before deadlines slip.
- [Reporting in Financial Cents](https://help.financial-cents.com/en/articles/4423829-reporting-in-financial-cents.md): Keep track of time spent, effective hourly rate, and more via Financial Cent's reports.
- [Realization Report](https://help.financial-cents.com/en/articles/10714578-realization-report.md): Track realization and profitability by client, team member, project, and service items
- [Utilization Report](https://help.financial-cents.com/en/articles/10714985-utilization-report.md): Monitor how how much time is being spent on billable vs non-billable work
- [Client Tasks Report](https://help.financial-cents.com/en/articles/10966756-client-tasks-report.md): Track all outstanding and recently completed client requests
- [Client Uploads Report](https://help.financial-cents.com/en/articles/10966984-client-uploads-report.md): Find every file your clients have uploaded in one place, filter by document tag, and jump straight to the folder or project it belongs to.
- [Accounts Receivable Aging Report](https://help.financial-cents.com/en/articles/10969404-accounts-receivable-aging-report.md): Track and send reminders on outstanding invoices
- [Revenue Insights Report](https://help.financial-cents.com/en/articles/10971126-revenue-insights-report.md): See key metrics related to your firm's revenue, such as total revenue, average revenue per client, revenue by service item, and more
- [Work Insights Report](https://help.financial-cents.com/en/articles/11010614-work-insights-report.md): Track how effective your team is at getting work done with the new work insights report
- [Filter Time Tracking Reports by Billing Status](https://help.financial-cents.com/en/articles/12583044-filter-time-tracking-reports-by-billing-status.md): Filter time tracking reports by billing status to see which time entries have been invoiced versus those that haven't

## Integrations

- [QuickBooks Online Integration: How it works](https://help.financial-cents.com/en/articles/5031668-quickbooks-online-integration-how-it-works.md): How we integrate with QuickBooks Online
- [UltraTax Integration](https://help.financial-cents.com/en/articles/14659657-ultratax-integration.md): Use Google Drive to print tax returns from UltraTax to Financial Cents.
- [Lacerte Integration](https://help.financial-cents.com/en/articles/14659658-lacerte-integration.md): Use Google Drive to print tax returns from Lacerte to Financial Cents.
- [ProSeries Integration](https://help.financial-cents.com/en/articles/14659659-proseries-integration.md): Use Google Drive to print tax returns from ProSeries to Financial Cents.
- [ProConnect Integration](https://help.financial-cents.com/en/articles/14659661-proconnect-integration.md): Use Google Drive to print tax returns from ProConnect to Financial Cents.
- [TaxAct Integration](https://help.financial-cents.com/en/articles/14659662-taxact-integration.md): Use Google Drive to print tax returns from TaxAct to Financial Cents.
- [CCH Axcess Integration](https://help.financial-cents.com/en/articles/14659664-cch-axcess-integration.md): Use Google Drive to print tax returns from CCH Axcess to Financial Cents.
- [Google Drive Integration: FAQs](https://help.financial-cents.com/en/articles/14660383-google-drive-integration-faqs.md): Answers to common questions about syncing files between Google Drive and Financial Cents, including setup, troubleshooting, and how the two-way sync works.
- [Gmail & Outlook Integration: How it works](https://help.financial-cents.com/en/articles/7218762-gmail-outlook-integration-how-it-works.md)
- [SmartVault Integration \(Beta\)](https://help.financial-cents.com/en/articles/8292488-smartvault-integration-beta.md): How to set up and use the SmartVault Integration
- [Financial Cents Open API](https://help.financial-cents.com/en/articles/8780860-financial-cents-open-api.md)
- [Integrate Typeform with Financial Cents](https://help.financial-cents.com/en/articles/9176401-integrate-typeform-with-financial-cents.md): How to automatically create a client and work in Financial Cents when a Typeform is completed
- [Integrate Your Apps with Financial Cents](https://help.financial-cents.com/en/articles/9754132-integrate-your-apps-with-financial-cents.md): Maximize Your Workflow Efficiency with Powerful Integrations
- [Anchor Integration with Financial Cents](https://help.financial-cents.com/en/articles/9970166-anchor-integration-with-financial-cents.md): Streamline your workflow by connecting Anchor to Financial Cents
- [Connect Ignition to Financial Cents](https://help.financial-cents.com/en/articles/12038760-connect-ignition-to-financial-cents.md): Learn how to connect Ignition to Financial Cents, map services and clients, and create projects from proposals.
- [Drake Tax Integration](https://help.financial-cents.com/en/articles/14658560-drake-tax-integration.md): Use Google Drive to print tax returns from Drake Tax to Financial Cents.
- [Google Drive Integration: How It Works](https://help.financial-cents.com/en/articles/6753565-google-drive-integration-how-it-works.md): Keep your Google Drive files and Financial Cents client files in sync automatically, so your team always has what they need in one place.

## Settings

- [What happens when I remove a user on the annual subscription?](https://help.financial-cents.com/en/articles/5563855-what-happens-when-i-remove-a-user-on-the-annual-subscription.md): Will I get a credit when I remove a user on the annual plan?
- [How to add your firm logo & branding](https://help.financial-cents.com/en/articles/7208817-how-to-add-your-firm-logo-branding.md)
- [How to link & switch between different accounts](https://help.financial-cents.com/en/articles/7225597-how-to-link-switch-between-different-accounts.md)
- [How to Change / Remove / Customize Notifications](https://help.financial-cents.com/en/articles/7216905-how-to-change-remove-customize-notifications.md): Learn how to customize your notifications in Financial Cents
- [Customize User Permissions](https://help.financial-cents.com/en/articles/4914265-customize-user-permissions.md): Restrict what certain team members can access and do in Financial Cents
- [How to remove a team member](https://help.financial-cents.com/en/articles/4914171-how-to-remove-a-team-member.md): How to remove a team member, what happens to their information, how to reassign their work to someone else
- [Update Password, Email, Company, and Personal Information](https://help.financial-cents.com/en/articles/7216913-update-password-email-company-and-personal-information.md): How 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 Cents](https://help.financial-cents.com/en/articles/4914333-how-to-import-new-clients-from-quickbooks-online-to-financial-cents.md): For when you add new clients to QuickBooks Online and want them in Financial Cents
- [Setting Up Two-Factor Authentication \(2FA\)](https://help.financial-cents.com/en/articles/7208850-setting-up-two-factor-authentication-2fa.md): How to set up two-factor authentication \(2FA\) for either yourself or your account
- [How to link/sync an individual client to QuickBooks Online](https://help.financial-cents.com/en/articles/7203967-how-to-link-sync-an-individual-client-to-quickbooks-online.md): How to manually sync an individual client to QuickBooks Online
- [How to change my subscription plan](https://help.financial-cents.com/en/articles/7208810-how-to-change-my-subscription-plan.md): How to switch to an annual or monthly billing plan
- [How To Export Your Client List From Your Current Software](https://help.financial-cents.com/en/articles/6918927-how-to-export-your-client-list-from-your-current-software.md): How to export your client list from your current software to import it into Financial Cents
- [Subscription Cancellation](https://help.financial-cents.com/en/articles/7216923-subscription-cancellation.md): I need to cancel my subscription in Financial Cents -- how do I do that?
- [Will my subscription renew automatically?](https://help.financial-cents.com/en/articles/7208834-will-my-subscription-renew-automatically.md)
- [How to add a new team member](https://help.financial-cents.com/en/articles/7208818-how-to-add-a-new-team-member.md)
- [Can I export my data from Financial Cents?](https://help.financial-cents.com/en/articles/4914145-can-i-export-my-data-from-financial-cents.md): How to export your data from Financial Cents
- [How to customize user permissions](https://help.financial-cents.com/en/articles/6779435-how-to-customize-user-permissions.md): Control what certain users can see and do in Financial Cents with custom user permissions
- [Invite Your Team](https://help.financial-cents.com/en/articles/4914246-invite-your-team.md): Invite your team to collaborate on and track their work
- [How do I Subscribe to a monthly or Annual Plan?](https://help.financial-cents.com/en/articles/6295938-how-do-i-subscribe-to-a-monthly-or-annual-plan.md): How to subscribe or sign up to Financial Cents
- [Celebrate completed work with confetti🎉](https://help.financial-cents.com/en/articles/8201593-celebrate-completed-work-with-confetti.md): Display a confetti party effect when closing a project
- [How to switch to Canadian hosted storage](https://help.financial-cents.com/en/articles/8496377-how-to-switch-to-canadian-hosted-storage.md): How do I switch my storage settings so that my files are hosted in Canada?
- [How to configure notification settings](https://help.financial-cents.com/en/articles/8797852-how-to-configure-notification-settings.md)
- [How to import multiple contacts for one client](https://help.financial-cents.com/en/articles/8801814-how-to-import-multiple-contacts-for-one-client.md)

## Best Practices

- [Workflow Best Practices Cheatsheet](https://help.financial-cents.com/en/articles/6191500-workflow-best-practices-cheatsheet.md): A cheat sheet of all the best practices in Financial Cents
- [Client Database Best Practice Cheatsheet](https://help.financial-cents.com/en/articles/6925897-client-database-best-practice-cheatsheet.md)
- [Client Request Best Practice Cheat Sheet](https://help.financial-cents.com/en/articles/6925869-client-request-best-practice-cheat-sheet.md): Best practices for using the portal in Financial Cents
- [FAQ's](https://help.financial-cents.com/en/articles/4256820-faq-s.md): Frequently asked questions about Financial Cents
- [How to get work done](https://help.financial-cents.com/en/articles/6833409-how-to-get-work-done.md): How can I get work done in Financial Cents?
- [How to track the status of client work](https://help.financial-cents.com/en/articles/6833411-how-to-track-the-status-of-client-work.md): Always know the status of work, who's working on what, and important deadlines
- [Financial Cents Overview](https://help.financial-cents.com/en/articles/5380652-financial-cents-overview.md): An overview of Financial Cents and how it can help take your firm to the next level.
- [How to restore Deleted Projects, clients or tasks](https://help.financial-cents.com/en/articles/5253932-how-to-restore-deleted-projects-clients-or-tasks.md): How to easily restore deleted projects, clients or tasks

## Pricing

- [Pricing FAQ's](https://help.financial-cents.com/en/articles/6079564-pricing-faq-s.md): Pricing breakdown, credits, adding or removing users, renewals and FAQ's
- [Get Financial Cents for FREE](https://help.financial-cents.com/en/articles/4523822-get-financial-cents-for-free.md): Write a review on QuickBooks Online, G2, and Capterra to get a month free
- [Can I upgrade individual users to the scale plan?](https://help.financial-cents.com/en/articles/8426904-can-i-upgrade-individual-users-to-the-scale-plan.md)
- [Can I downgrade from the scale plan to the team plan?](https://help.financial-cents.com/en/articles/8426907-can-i-downgrade-from-the-scale-plan-to-the-team-plan.md)
- [How to upgrade to the scale plan](https://help.financial-cents.com/en/articles/8430122-how-to-upgrade-to-the-scale-plan.md)
- [How to downgrade from the scale plan to the team plan](https://help.financial-cents.com/en/articles/8430124-how-to-downgrade-from-the-scale-plan-to-the-team-plan.md)
- [Scale Plan Announcement](https://help.financial-cents.com/en/articles/8420855-scale-plan-announcement.md)
- [The Scale Plan](https://help.financial-cents.com/en/articles/8774721-the-scale-plan.md)

## Month End Close

- [Month End Close: Newly Added Vendors and Newly Added Accounts Reports](https://help.financial-cents.com/en/articles/15135628-month-end-close-newly-added-vendors-and-newly-added-accounts-reports.md): See which vendors and chart-of-accounts entries were added during the close period so you can request W-9s on time, fix categorizations, and sign off without leaving Financial Cents.
- [Month End Close: Shared Transactions Report](https://help.financial-cents.com/en/articles/15135731-month-end-close-shared-transactions-report.md): See every transaction you have shared with a client for review, track which ones the client has answered, and approve the resolved ones — all from the client's Month End Close tab.
- [Month End Close Overview](https://help.financial-cents.com/en/articles/12590554-month-end-close-overview.md): See how Month End Close gives your firm one centralized hub to flag errors, review transactions, and sync corrections back to QuickBooks Online.
- [Month End Close: 1099 and W-9 Preparation Report Overview](https://help.financial-cents.com/en/articles/13169496-month-end-close-1099-and-w-9-preparation-report-overview.md): Review vendors and request W-9s using the Month End Close report
- [Month End Close: Transaction Review Overview](https://help.financial-cents.com/en/articles/13171248-month-end-close-transaction-review-overview.md): Review and fix QuickBooks Online transactions during Month End Close
- [Month End Close: Account Reconciliation Report](https://help.financial-cents.com/en/articles/15121711-month-end-close-account-reconciliation-report.md): See which client accounts need reconciliation, when they were last reconciled, and their current status, all in one view inside Financial Cents.

## AI Agents

- [AI File Renaming](https://help.financial-cents.com/en/articles/15650085-ai-file-renaming.md): Let AI read client-uploaded files and rename them to match your firm's naming convention automatically.