How To
Master Joiin with our How To Articles, offering quick, practical tips for using our financial consolidation reporting software. Simplify tasks, boost efficiency, and unlock advanced features in minutes.
For more information on creating custom reports check out our support document. Nested groups can be created in Joiin by moving a grouping into another...
Thu, 2 Jan, 2025 at 10:33 AM
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
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...
Mon, 13 Jan, 2025 at 1:25 PM
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
You get unlimited licenses on each Joiin plan, meaning you can invite as many of your colleagues and clients as you wish. To invite a new user, follow t...
Wed, 18 Sep, 2024 at 3:39 PM
This article demonstrates how to remove specific accounts or groups of accounts from specific reports, for guidance on managing your intercompany accounts a...
Tue, 31 Dec, 2024 at 9:26 AM
If you would like to find old invoices for your Joiin subscription follow these steps. To find invoices for your Joiin subscription: 1. Go to the P...
Tue, 23 May, 2023 at 2:59 PM
To transfer the ownership of a Joiin account, follow these steps : You will need to transfer the ownership to a Joiin accounts admin; if you haven't...
Wed, 18 Sep, 2024 at 5:08 PM
In some cases, intercompany transactions are stored in the same GL account as other regular transactions. For instance, Xero does not allow users to create ...
Thu, 2 Jan, 2025 at 10:34 AM
Joiin will automatically draw in any budgets that users save in QuickBooks and Xero. However, if required you can create a group budget or additional b...
Mon, 20 Jan, 2025 at 10:04 AM