Finagraph Dashboard

Getting Started

• Download the Chrome Plug-in for the Financial Link
• All you need to get started

Accounting Software Guides

• QuickBooks for Windows Desktop [Finagraph & BBC Easy]
• QuickBooks Online [Finagraph & BBC Easy]
• Xero [Finagraph & BBC Easy]
• Excel Import [Finagraph & BBC Easy]
• Microsoft Dynamics GP [BBC Easy & Finagraph]
• Sage 50 - U.S. Edition (formerly Peachtree) [BBC Easy & Finagraph]

Walkthroughs

• How to add a user...
• How To Update Your Finagraph
• Finagraph Getting Started Guide
• Sharing a Finagraph with Sharable Links
• Creating a Finagraph using an Excel Spreadsheet
• How to collect detailed logs from a browser to help troubleshoot

Did You know?

• Finagraph includes a full Document Management tool.
• Finagraph will tell you if your business practices cost you money
• Review the numbers behind the numbers by clicking on any date header
• You can add your own firm as a business in your dashboard?

Troubleshooting Guides

• Windows Defender SmartScreen Popping Up When Trying to Link Financials
• FinancialLink: Completely Delete Current Version
• Why won't the FinancialLink accept my accounting system password?
• Windows Error "Cannot Start Application"
• Troubleshooting Connections with QuickBooks for Windows Desktop

FAQ

• Why does my dashboard say 'Action Required'?
• What accounting systems are supported by Finagraph?
• How does the financial data I import remain secure?
• What is Finagraph's Privacy Policy?
• How do I test my sharable link?
• How do I consolidate multiple company files?

See all 23 articles

Videos

• Two-minute overview of Finagraph
• Lasting Value for Businesses
• Getting Started for CPAs, Accountants and Consultants