Joiin Help Centre

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...

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...

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...

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...

This article demonstrates how to remove specific accounts or groups of accounts from specific reports, for guidance on managing your intercompany accounts a...

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...

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...

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...

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...

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...