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Maxio Core

Browse all 52 articles in this section.

Configure Multi-Currency

Account & User Settings6 articles

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Configure Account Settings

Configure Unique Number Prefixes

Set Close and Lock Dates for Financial Controls

HubSpot for Maxio Core4 articles

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Set Up HubSpot Integration

Sync and Process Sales Orders

Push Financial Records to HubSpot

Create Renewal Deals in HubSpot

Invoicing9 articles

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Choose a Payment Provider

Set Up Stripe for Payments

Set Up Stripe with Plaid

Review the Credit Card Threshold

Admin Lists17 articles

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Manage the Chart of Accounts

Create and Use Account Groups

Manage Registers

Use Multiple Registers

Cross-Platform Workflows9 articles

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Enable Instantaneous Data Sync

View Subscriptions

Edit the Advanced Billing ID

Sync Customers and Payments

Utilities5 articles

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Back Up and Restore Your Account

Switch Organizations from Maxio Core

View and Filter Activity Logs

Migrate Legacy Data with Open Balance

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