How to add a QuickBooks/Xero/Sage company to Joiin

To add a Xero/QuickBooks/Sage company to Joiin:

1. Go to the companies page, using the left side toolbar to navigate

2. Click the Add company button

3. Click on the relevant accounting platform (Xero/QuickBooks/Sage)

4. Enter the log-in details for this account

5. Allow Joiin to access to the company by clicking the Allow Access button

6. Select one of your companies from the list provided

7. You will now have the option to add another Xero/QuickBooks/Sage company if needed

8. Allow the companies to load before running reports

If you are new to Joiin you may be interested in our getting started with Xero, QuickBooks and Sage user guides.