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 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...
Wed, 17 Apr, 2024 at 6:21 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 Invite new users to Joiin
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
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 find invoices for my Joiin subscription
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
How to transfer ownership
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
How to create a budget within Joiin
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
How to change your company import dates
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
How to switch between cash and accrual accounting methods
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