Companies, Integrations and Connectors

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...
Tue, 5 Sep, 2023 at 10:06 AM
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 Joii...
Fri, 10 Jul, 2026 at 11:36 AM
Getting started with Sage
It's simple to get up and running with Sage and Joiin. Joiin currently works with the Sage Accounting US, Canada, UK and Ireland cloud-based product...
Mon, 19 Aug, 2024 at 10:08 AM
Getting started with Pennylane
It's simple to get up and running with Pennylane and Joiin.  You start by following a few simple steps to connect your Pennylane organisation(s) to ...
Thu, 27 Mar, 2025 at 5:09 PM
Getting started with Puzzle
It's simple to get up and running with Puzzle and Joiin.  You start by following a few simple steps to connect your Puzzle organisation(s) to Joiin ...
Tue, 18 Mar, 2025 at 9:19 AM
Getting started with FreeAgent
It's simple to get up and running with FreeAgent and Joiin.  You start by following a few simple steps to connect your FreeAgent organisation(s) to ...
Thu, 16 Jul, 2026 at 11:34 AM
Getting Started with Zoho Books
It's simple to get up and running with Zoho Books and Joiin.  You start by following a few simple steps to connect your Zoho Books organisation(s) t...
Mon, 27 Jul, 2026 at 11:28 AM
Creating a Company Manually
IN THIS SECTION Overview Adding a company manually Enter company details Adding Data Data Formats Entering Data manually Importing a data file Step...
Tue, 7 Oct, 2025 at 9:07 PM
Managing Companies and Groups
IN THIS SECTION Overview Viewing Companies Sorting Companies Custom Order Sorting Alphabetically Filtering Companies Adding a Company Connected...
Mon, 27 Jul, 2026 at 11:29 AM
Joiin Add-In for Excel
IN THIS SECTION Overview Functions JOIIN.TB - Trial Balance Report JOIIN.TB_ACC_VAL - Get Trial Balance value for specific account JOIIN.TB_ACC_LIST -...
Tue, 9 Jun, 2026 at 8:27 PM