How To
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...
Wed, 17 Apr, 2024 at 6:21 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...
Fri, 12 May, 2023 at 11:43 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
Joiin will draw in any budgets that users have saved in QuickBooks and Xero automatically. However, if required you can create a group budget or additi...
Fri, 5 Apr, 2024 at 2:17 PM
When you connect to a Xero, QuickBooks or Sage company, by default Joiin pulls the data for the previous 3 and next 2 fiscal years. You can change th...
Fri, 13 Jan, 2023 at 2:43 PM
Within Joiin, a company will either use an accrual or cash accounting method. By default Joiin will use accrual reporting, however, Xero/QuickBooks users ha...
Fri, 3 Mar, 2023 at 3:52 PM