🎓 Knowledge-base   Getting Started


Topic Replies Views Activity
How do I add, delete and manage login history of users?
users

Learn how to manage users to your DataDear account. An organisation connected to DataDear may be shared with other user including staff / employees or with clients so they can also use DataDear. Different user granular p…

2 1442 May 7, 2020
How do I start using the DataDear Excel add-in?
excel

Learn how to get started with the DataDear Excel add-in. To get started with DataDear you need: An account with one of the supported accounting software (such as Xero, QuickBooks Online, WorkFlowMax, HMRC) An account w…

1 2009 May 7, 2020
Familiarise yourself with the NEW DataDear 365 Add-in
article ,  quickbooks ,  datadear365 ,  xero ,  toolbar
1 416 January 25, 2022
How do I add or reconnect a Xero organisation to my DataDear account?
xero
0 2995 May 2, 2020
Familiarise yourself with the DataDear Toolbar
article ,  quickbooks ,  reporting ,  xero ,  toolbar
0 527 July 21, 2021
How do I add or reconnect a Hubspot account to my DataDear account?
connecting ,  hubspot
0 617 April 22, 2021
How do I disconnect a Xero organisation from my DataDear account if it cannot be reconnected?
xero
0 766 November 27, 2020
Can I add the free Xero demo company to trial DataDear?
xero ,  demo-company
0 1137 May 3, 2020
How do I prepare my computer for a remote session by the DataDear support team?
support
0 671 May 3, 2020
How do I assign and change access permissions for users?
users ,  permissions
0 1995 May 7, 2020
How do I create a group of organisations / companies?
consolidation ,  group
0 1490 May 18, 2020
How do I add or reconnect a Practice Manager / WorkflowMax company to my DataDear account?
1 974 August 21, 2020
How do I add or reconnect a QuickBooks Online company to my DataDear account?
connecting ,  quickbooks
0 1279 May 3, 2020
How do I invite a DataDear Expert to my account?
users ,  datadearexpert
0 781 May 7, 2020
How do I report a problem with the DataDear Excel add-in?
0 889 May 7, 2020