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Step-by-step tutorials and guides for Invoice Genie features
Learn how to manage your team in Invoice Genie. This step-by-step guide covers adding and editing users, assigning roles and permissions, monitoring activity with the User Dashboard, managing login sessions, and inviting team members with Registration Tokens.
Read article →Protect your Invoice Genie account with Two-Factor Authentication. This step-by-step guide covers how to set up 2FA using SMS, Email, or an Authenticator App, how to sign in with 2FA, and how to manage your security settings.
Read article →Learn how to use Invoice Genie's Profile Switcher to manage up to 3 businesses from a single account. This step-by-step guide covers switching businesses, adding new profiles, editing details, and setting a default business.
Read article →Learn how to connect your QuickBooks Online account with Invoice Genie in just a few minutes. This step-by-step tutorial covers everything from initial setup to syncing invoices, clients, and payments.
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