Companies, Integrations and Connectors
IN THIS SECTION Overview Viewing Companies Sorting Companies Custom Order Sorting Alphabetically Filtering Companies Adding a Company Connected...
Mon, 5 Oct, 2026 at 6:17 PM
IN THIS SEC Overview Functions JOIIN.TB - Trial Balance Report JOIIN.TB_ACC_VAL - Get Trial Balance value for specific account JOIIN.TB_ACC_LIST - Lis...
Wed, 21 Oct, 2026 at 4:05 PM
IN THIS SECTION Overview Getting Started Documentation Zapier Getting Started Creating a Zap Limits API Throttle Limits Viewing API Usage Avail...
Wed, 21 Oct, 2026 at 4:05 PM
IN THIS SECTION Signing Up with QuickBooks Where to Sign Up QuickBooks App Store Joiin Sign Up Page Completing the sign up process Signing In wi...
Wed, 2 Mar, 2022 at 7:40 AM
IN THIS SECTION Signing Up with Xero Where to Sign Up Xero App Store Joiin Sign Up Page Completing the sign up process Signing In with Xero Xer...
Wed, 22 May, 2024 at 2:58 PM
IN THIS SECTION Overview Viewing Groups Creating Groups Editing Groups Changing Company % Ownership Deleting Groups Adding Non-Financial Data ...
Mon, 5 Oct, 2026 at 3:03 PM
IN THIS SECTION Overview Using Non Financial Data Custom Layouts Dashboard Report Packs Budgets Loading Non Financial Data Viewing Data Adding D...
Wed, 21 Oct, 2026 at 4:05 PM
IN THIS SECTION What is MCP and why it's useful Joiin's MCP Server Connecting to Joiin MCP Approving the connection What You Can Ask Financ...
Tue, 27 Oct, 2026 at 7:22 AM
IN THIS SECTION Overview Excel Add-in Public API AI Connections (MCP) Zapier Overview The Joiin Integrations page is where you'll find ev...
Mon, 26 Oct, 2026 at 10:23 AM
IN THIS SECTION Overview What is a Connection? Connections and Companies Where to find Connections Adding a Connection Linking a Connection to a Comp...
Tue, 16 Jun, 2026 at 1:36 PM