User Guides

Getting Started
It's simple to get up and running quickly with Joiin.  All you need to do is add at least one QuickBooks or Xero company and you're ready to run t...
Wed, 28 Aug, 2019 at 9:27 AM
Getting Started with Xero
It's simple to get up and running with Xero and Joiin. You start by following a few simple steps to connect your Xero organisation(s) to Joiin - on...
Mon, 16 Dec, 2019 at 2:12 PM
Getting Started with QuickBooks
It's simple to get up and running with QuickBooks and Joiin. You start by following a few simple steps to connect your QuickBooks company(s) to Joi...
Mon, 16 Dec, 2019 at 2:14 PM
Registration, Log in and Subscription
Registering It's simple to sign up to Joiin.  Simply follow the Try Free links on the web site.  You'll be asked to enter the following informati...
Mon, 16 Sep, 2019 at 10:04 AM
Account Security
You can control the security settings to your Joiin account through the Account Security page.  This page allows you to change your user password or switch ...
Mon, 17 Jun, 2019 at 2:51 PM
Managing Companies
Before you can run any of the Joiin reports you have to connect to QuickBooks Online or Xero to pull in your financial data.  Once you've set up a Comp...
Mon, 13 Jan, 2020 at 2:29 PM
CSV Import
If you're using a financial system other than QuickBooks Online or Xero you can still use Joiin to run consolidated reports using our CSV Import functi...
Thu, 10 Oct, 2019 at 3:12 PM
Running Reports
Once you've set up at least one Company you're ready to run the Joiin reports.  For more information on what reports are available see the Joiin R...
Tue, 26 Nov, 2019 at 11:59 AM
The Joiin Reports
Joiin has a number of reports, grouped into two main categories: Key Financial Reports and Business Performance Reports.  For more information on how to run...
Mon, 13 Jan, 2020 at 2:26 PM
Cashflow Report
The Cashflow Report or Statement of Cashflow Report reports the cash generated and used during the time interval specified and measures how well a company i...
Wed, 20 Mar, 2019 at 7:01 PM