Many of question that arise about our Financial Reporting System can be found in the sections below:

Chart of Accounts Naming Conventions:

This provides information of techniques on naming accounts that will improve FinancialSoft’s Financial Analysis Reports ability to recognize Account Categories within QuickBooks to improve the report’s accuracy.

Frequently Asked Questions:

This addresses general topics about how the reports work including how to install and run our software.


Tutorials provide specific page by page descriptions of what is found in each of FinancialSoft’s Financial Reporting System reports.


The glossary provides definitions of terms and terminology used within most of our reports.

Application Certificate Help:

This help page is to illustrate how you must allow the Financial Reporting App to Communicate with your QuickBooks company file to collect the data needed to create your financial performance report.


The following documents are available here:

FinancialSoft provides free support for all registered users of its products. To receive prompt support, please submit your question to the email address below.