How To

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...
Fri, 31 Mar, 2023 at 3:50 PM
How to create a manual company in Joiin (Excel/CSV)
You can upload data from any accounting software or Excel using the Manual company upload. You can upload your data in either Single Column YTD Trial Balanc...
Fri, 15 Mar, 2024 at 5:36 PM
How to run a report broken down by month
To run a report that is broken down by month: 1. Choose your report type 2. Click the filters box found at the top of the report (See image below) ...
Fri, 31 Mar, 2023 at 3:54 PM
How to get a breakdown by company/ entity
 You can get a breakdown in your reports by Entity, as well as a Consolidated total by using Joiin's Compare By Company feature.     To compare a repo...
Fri, 14 Jul, 2023 at 1:35 PM
How to report by group
In Joiin, users have the ability to group companies together. You can get a breakdown in your reports by Group, as well as a Consolidated total by using Joi...
Tue, 19 Sep, 2023 at 12:17 PM
How to get a breakdown by QuickBooks Classes in Joiin
Joiin will import any data related to Classes in QuickBooks Online. This can then be applied to the P&L report in Joiin. To do so, please see the fo...
Fri, 5 Apr, 2024 at 1:56 PM
How to get a breakdown by Xero Tracking Category or QuickBooks Class or Location
Joiin automatically imports Xero Tracking Category data from Xero so it's easy to get a consolidated breakdown by Category/Class/Location. To do thi...
Fri, 5 Apr, 2024 at 1:56 PM
How to create a nested group
For more information on creating custom reports check out our support document.  To create a nested group in your custom report: 1. First, create a cus...
Fri, 3 Mar, 2023 at 3:49 PM
How to hide/ remove accounts from a report
This article demonstrates how to remove specific accounts or groups of accounts from specific reports, for guidance on managing your intercompany accounts a...
Fri, 12 May, 2023 at 11:43 AM
How to re-map your Chart of Accounts
You can remap your chart of accounts very easily within Joiin, to do this follow these steps. If you would prefer, you can watch a video showing you ...
Mon, 9 Jan, 2023 at 2:03 PM