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Knowledge base
Getting Started
All About Fincent
4
Who are you?
Where are your bookkeepers located?
Who are your clients?
Can you tell me more about your services?
Pricing & Plans
1
What are your bookkeeping plans? Which one is best for me?
Our Services
0
Using Fincent
Connecting your Bank account
9
Why do I need to connect my bank accounts to Fincent?
How does my bank account get connected to Fincent?
What is Plaid?
Is my financial data secure?
Are my bank account details private & confidential?
View all 9
Overview of your finances- Headsup
8
What is Headsup?
How do I link my bank account and credit card to Fincent?
How do I check for bank and credit card balances?
How do I review transactions highlighted by my bookkeeper?
Where do I see recent and upcoming transactions?
View all 8
Your supercharged bank feed- Timeline
9
What is your Timeline?
How do I review transactions highlighted by my bookkeeper?
How do I search for a transaction?
How do I find similar transactions?
How do I categorize transactions in my Timeline?
View all 9
Manage Vendors, Subscriptions and Customers- Directory
3
What is Directory?
How do I review a customer’s payment history?
Where can I find a summary of payments to a vendor or subscription service?
Your secure document storage- Files
4
What is Files?
How do I search for a specific bill in Files?
How do I forward and upload new bills to Fincent?
How do I download a bill/document from Fincent?
Services
Bookkeeping & Accounting
4
Working with your Bookkeeper
Basics of Bookkeeping
Add-ons
Billing
Tax & Payroll
2
How can you help me with my Payroll?
Does Fincent provide tax filing services?
Catchup Bookkeeping
2
My books aren’t up to date. Can you help?
How long does Catch Up bookkeeping take?
Getting Paid
Getting Started
8
How do I start requesting payments in Fincent?
How do I request payment for an invoice in Get Paid?
How do I accept payments directly from a Fincent user?
Why do I need to be verified to receive payments?
Why is my payment account disabled?
View all 8
Payment Methods and Payout account
4
What payment methods can my customer use to pay me?
How does my customer ensure their bank allows ACH Debits?
Can I change the bank account where I receive my payments?
How do I make sure my bank allows ACH deposits?
Creating and Managing Invoices
6
How do I add a customer or edit customer details in my Directory?
How do I add an invoice?
Can I edit an invoice?
Can I delete an Invoice?
Will the invoices I send to my bookkeeper appear in Get Paid?
View all 6
Requesting Payments
7
How do I send a payment request to a Customer?
What does my customer see when I send them a payment request?
Can I edit an invoice after requesting payment?
Can I delete an invoice after requesting payment?
Can I delete an invoice when a payment is In Process?
View all 7
Auto-Reminders
8
What are Auto Reminders? How do I turn them on?
What does an Auto Reminder email look like?
When are Auto Reminders sent to my customer?
Will Auto Reminders be sent if the customer has paid?
Will Auto Reminders be sent to all recipients of a payment request?
View all 8
Receiving Payments
6
Why does the payment say “Requested” when my customer has paid?
How long does it take to receive my payment?
Payment status is “Transferred” but it’s not showing in my bank account!
Can my bank account receive ACH deposits?
How do I track my payments in Get Paid?
View all 6
Failed / Canceled Payments in Get Paid
2
Why is my payment request tagged “Failed”?
Why does my payment say “Canceled” in Get Paid?
Integrating Quickbooks
3
How do I sync Get Paid with my Quickbooks Online account?
How are payments received with Get Paid synced to QuickBooks Online?
How do I sync payments received outside of Get Paid with QuickBooks?
Working with my Bookkeeper
1
Will invoices I send to my bookkeeper appear in ‘Get Paid’?
Security - Get Paid
1
Will my customer be able to see my bank account information?
Making Payments
Getting Started with Pay
6
How do I join the Pay beta to make payments?
How do I start making payments with Fincent?
Do I need to be verified to make payments in Pay?
Does my vendor need to be verified to receive payments?
How long does it take for my vendor to get verified to receive payments?
View all 6
Creating & Managing Bills
7
How do I add a vendor to my Fincent Directory?
How do I edit my vendor’s details?
How do I add a bill?
Can I edit a bill?
Can I delete a bill?
View all 7
Payment Methods
3
What payment methods can I use to pay my vendors?
How do I ensure my bank allows ACH debits when making payments?
How do I ensure my vendor’s bank allows ACH deposits?
Making Payments
6
How long does it take for a vendor to receive my payment?
How do I make a payment to a vendor?
What does my vendor need to do to receive payments?
My payment shows as “Paid” but my vendor hasn’t received it in their bank account. Why?
How do I track my payment in Pay?
View all 6
Failed/Canceled Payments in Pay
2
Why has my payment failed in Pay?
How can I cancel a payment in Pay?
Integrating Pay with QuickBooks
4
How do I sync Pay with my QuickBooks Online account?
How do I sync bills and vendors from Pay with QuickBooks Online?
How are payments through Fincent Pay synced with QuickBooks Online?
How to sync bill payments made outside Fincent with QuickBooks Online?
Security – Pay
3
When I make a payment, will my vendor be able to see my bank details?
Who can make payments from my Fincent Account?
Is your payment processing safe?
