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Frequently Asked Questions
Everything you need to know about Firebean
Data Synchronization
How often is my financial data synchronized?
Does syncing affect my accounting software performance?
Invoice Reminders
What are Invoice Reminders?
Is Invoice Reminders available on all plans?
How do I activate Invoice Reminders?
For Xero & QuickBooks Users
Why does my report show different data than what I see in QuickBooks?
Why are some recent transactions missing from my report?
Reports & Delivery
What types of reports will I receive?
How do I change my report delivery channels?
Why did I stop receiving reports?
Package Tiers and Limitations
How often can I receive reports?
What conversational features are available?
When does my add-on trial start?
When does the money-back guarantee start?
Team Management
How do I add team members to my Firebean account?
Security
How is my financial data protected?
Who can access my financial information?
Are my accounting credentials stored?
Account Management
What happens if I close my account?
How do I update my subscription tier?
Troubleshooting
What should I do if my reports show incorrect data?
How do I reconnect if my accounting software connection fails?
How will I know if there's a sync failure?
