Getting Started

What is Directory?
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
How do I review a customer’s payment history?
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
Where can I find a summary of payments to a vendor or subscription service?
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
How do I add a vendor/customer to Directory?
[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