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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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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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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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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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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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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