Company Settings

Company settings overview and navigation

- Complete Your Company Settings Profile

How to Complete Your Company Profile 1.  Click the ‘SETTINGS’ TAB in the left menu column. 2.   Add Basic Company Details: Fill in basic business fields (name-phone-email-address-website). 3.  ...

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By PATH by Simplex Support Team

updated 4 months ago

- Add a User to Path by Simplex

How to Add Users to Path by Simplex: 1. Click "Company Settings" - on the left side of menu 2. Scroll down Click "Add User" - Button 3. First Name   -   Add the First name of user   4. Last...

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By PATH by Simplex Support Team

updated 4 months ago

- Adding a User to a Group

How to Add a User to a Group 1. Click "Add Group"  - Button 2. Name  -   Enter a name for the group 3. Description  -   Enter the Description of the Group, i.e; Operations, Sales, Accounting......

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By PATH by Simplex Support Team

updated 4 months ago

- Add Data Connections Sync to QuickBooks Online

Connect QuickBooks Online to Path: 1. Click on the Connect to QuickBooks Button   - This will allow you to sign into QuickBooks Online. 2. Enter your QuickBooks User Id and Password   - This will...

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By PATH by Simplex Support Team

updated 3 months ago

- Editing QuickBooks Online Field Mapping

How to Edit QuickBooks Field Mapping PROFIT & LOSS MAPPING 1. Click on "Edit QuickBooks field mapping"   - This will take you to the Profit & Loss Mapping field. 2. Use the Drop Down Menu of...

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By PATH by Simplex Support Team

updated 3 months ago

- Selecting Account Plan

How to update and/or change Your Path Plan: 1. Click the Change Plan - This will take you to the Path plans. 2. Select the plan of your choice   - You can Select the plan that best suits your...

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By PATH by Simplex Support Team

updated 4 months ago