Getting Started
Directory is a centralized hub to manage your customers and vendors, as well as subscriptions. Simply click a customer, vendor, or subscription account ...
Tue, 18 Jul, 2023 at 3:31 AM
In Fincent, go to Directory to find all your customers and their payment history. Simply click a customer name or search for a specific one for an over...
Tue, 18 Jul, 2023 at 3:31 AM
In Fincent, go to Directory to find a list of all your Vendors and subscription services with all transaction history. Simply click a Vendor name or sea...
Tue, 18 Jul, 2023 at 3:35 AM
[Note: If you are on Fincent’s Starting, Growing, or Thriving plan, you’ll automatically find customer and vendor data from your QuickBooks Online (QBO) ac...
Wed, 20 Sep, 2023 at 6:38 AM