Joiin Help Centre

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...

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...

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) ...

 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...

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...

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...

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...

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...

This article demonstrates how to remove specific accounts or groups of accounts from specific reports, for guidance on managing your intercompany accounts a...

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 ...