Company Profile: How to Set Up & Edit

Eddie Davis -

Your FINSYNC profile allows you to set up your company information for tax/payroll purposes, share access to your account with your team and set up your billing account for your FS subscription.

Setting up your profile is easy. Follow these steps:

1) Login to FINSYNC.

2) Click the "Settings" tab at the top of the page.

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3) Click the "Company Profile" button in the left nav.

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4)  Once you have inputted your information, click "Save Changes" to lock in your updates.

All Finished!

 


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For overviews of each FINSYNC plan: (Click Here)

For more articles related to creating and setting up new accounts: (Click Here)

For the complete list of articles, return to the FINSYNC How-To Guide: (Click Here)


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