Support Portal

Knowledge Base

  1. Accounts and Billing 

    1. Update Billing Information
    2. Forgot Your Password
  2. Advanced Reporting Options 

    1. How to Create Benchmark, Consolidated and Franchise Reports
    2. Mapping the Chart of Accounts for Consolidated or Franchise Reports
    3. How to Generate Blind-Labeled Benchmark Reports
    4. How to Generate Blind-Labeled Consolidation or Franchise Reports
  3. En Francais 

    1. Ajouter (Synchroniser) Une Société
    2. Ajouter Un Utilisateur
    3. Ajouter Votre Propre Image De Marque
    4. Commencer Avec Notre Nouvel Assistant De Configuration
    5. Catégoriser Le Plan Comptable
  4. Features 

    1. Using the Budget Wizard
    2. Setting Up Your KPIs
    3. Using the KPI Generator
    4. Building and Managing Scenarios
    5. Using Three-Way Cashflow Forecasting
  5. Getting Started 

    1. Integrated Support Portal Search
    2. Adding (Syncing) a Company
    3. Getting Started with our NEW Set-up Wizard
    4. Selecting Your Preferred Language
    5. Adding a User
  6. Marketing with ProfitSee 

    1. Selling Your Proactive Advisory Services with ProfitSee
    2. How to Talk to Your SME Clients About Your Services
    3. Branding Guide for Financial Professionals
  7. Mobile App 

    1. Setting up the My Financials App
    2. Using the Business Owner Features
    3. Using Messaging in My Financials
  8. Reporting Options 

    1. How to Generate PDF Reports
    2. Customizing PDF Reports
    3. Create Your Own Report Template
    4. Automating PDF Reports
    5. Creating a Client Dashboard
  9. Sync 

    1. Syncing a Xero File
    2. Syncing a QB Online (QBO) File
    3. Synch client company manually
  10. All articles 

    1. Deleting a Company File from ProfitSee
    2. Using the Budget Wizard
    3. Setting up the My Financials App
    4. How to Generate PDF Reports
    5. Classes and Tracking Categories in ProfitSee Enterprise
    50 articles 

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