User Guides

FAQ
Q.  How do I run reports for periods more than two years ago? A. When you connect to a Xero or QuickBooks company, by default Joiin gets the financial d...
Wed, 5 Aug, 2020 at 2:29 PM
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 Company Import
The CSV Company Import feature allows you to create a Company in Joiin by importing financial transaction in CSV format (Comma-Separated Values).  This is u...
Mon, 11 May, 2020 at 2:48 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...
Fri, 17 Jul, 2020 at 3:15 PM
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...
Tue, 30 Jun, 2020 at 7:07 PM