Knowledge Base ← Support Portal Accounts and Billing → Creating Your Account Update Billing Information Forgot Your Password Features → Using the Budget Wizard Using Balance Sheet Projections Setting up your KPIs Upload Your Own Branding Creating a Client Dashboard 8 articles → Generating Reports → How to Generate a KPI Word Report How to Generate an Excel Report Getting Started → Categorizing Chart of Accounts Adding (Syncing) a Company Adding a User Mobile App → Setting up the My Financials App ProfitSee MBA → Setting up ProfitSee MBA Using the Business Owner Features Using ProfitSee MBA Messaging Sync → Transitioning from the PS Connector to the QB WebConnector Syncing a QB File on a Terminal Server Common Errors For Web Connector All articles → Creating Your Account Categorizing Chart of Accounts Using the Budget Wizard How to Generate a KPI Word Report Transitioning from the PS Connector to the QB WebConnector 23 articles →