Know-it integrates with the Sage 50 accountancy package. Follow the step-by-step instructions to connect your Sage 50 ledger. When you first log into Know-it, you will be asked to Connect-it and here you will see the accountancy packages we connect to. Select Sage 50. You will be redirected to Ledgerflow which is a third-party website …
The more the merrier! You can add other users to the platform for free. Step 1: Go to ‘My Subscription’ – on the panel on the left. Step 2: Go to the ‘Users’ tab Step 3: Click on ‘Add user’ at the right of the screen and enter the details of the new user, and their user role …
To get the most out of Know-it, we recommend the first thing you do is connect your ledger. You can also import a CSV of your customer and start gaining some insight into your customers’ credit ratings. ⚠ Important to know before starting the import: we recommend using Chrome or Edge to do this import. To import …
To get the most out of Know-it, we recommend the first thing you do is connect your ledger! We currently connect with the below accountancy packages: Not using one of those accounting tools? Let us know! Connecting your ledger Below is an example of how to connect your Xero ledger – same process for QuickBooks, …
In Know-it, you have the option to purchase single credit reports as you need them. To do so, head to our in-app Marketplace. Once you’ve used your credit report, we will monitor it for you for the next 12 months, and alert you if there are any changes. What can you see on a credit …
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