Support Portal

Knowledge Base

  1. Accounts and Billing →

    1. Creating Your Account
    2. Update Billing Information
    3. Forgot Your Password

  2. Features →

    1. Using the Budget Wizard
    2. Using Balance Sheet Projections
    3. Setting up your KPIs
    4. Upload Your Own Branding
    5. Creating a Client Dashboard

  3. Generating Reports →

    1. How to Generate a KPI Word Report
    2. How to Generate an Excel Report

  4. Getting Started →

    1. Categorizing Chart of Accounts
    2. Adding (Syncing) a Company
    3. Adding a User

  5. Mobile App →

    1. Setting up the My Financials App

  6. ProfitSee MBA →

    1. Setting up ProfitSee MBA
    2. Using the Business Owner Features
    3. Using ProfitSee MBA Messaging

  7. Sync →

    1. Transitioning from the PS Connector to the QB WebConnector
    2. Syncing a QB File on a Terminal Server
    3. Common Errors For Web Connector

  8. All articles →

    1. Creating Your Account
    2. Categorizing Chart of Accounts
    3. Using the Budget Wizard
    4. How to Generate a KPI Word Report
    5. Transitioning from the PS Connector to the QB WebConnector
    23 articles →

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