Training Videos
Watch Joiin's Training Videos for step-by-step guidance on using our financial consolidation reporting software. Learn at your own pace, master key features, and streamline your financials with ease.
This video shows you how to create Category or Class budgets for your Xero and QuickBooks companies' in Joiin.
Mon, 7 Nov, 2022 at 11:48 AM
This video shows you how to set the ownership stake you have in your Xero, QuickBooks or Sage company in Joiin.
Mon, 7 Nov, 2022 at 11:50 AM
This video shows you how to manage your Joiin Report Packs, including changing the order of your reports, duplicating packs or deleting packs that are no lo...
Tue, 7 Jun, 2022 at 12:09 PM
This video shows you to change your reporting currency or change the exchange rates used on your reports. Read more about Joiin Exchange Rates here. ...
Tue, 7 Jun, 2022 at 12:11 PM
This video shows you how to download your Joiin consolidated reports and report packs to PDF or Excel.
Tue, 7 Jun, 2022 at 12:12 PM
This video shows you how to change the name of your Joiin account.
Tue, 7 Jun, 2022 at 12:13 PM
This video shows you how to manually trigger a refresh of your Xero, QuickBooks or Sage data using Joiin.
Mon, 7 Nov, 2022 at 11:49 AM
This video shows you how to add colleagues or clients to your Joiin account, allowing them to also run reports. Read more about inviting your colleagues...
Tue, 7 Jun, 2022 at 12:17 PM
This video shows you how to create groups of accounts and nest groups of accounts in Joiin's custom reports.
Mon, 30 Oct, 2023 at 4:39 PM