Help Center › Configuration › Maxio Core

Maxio Core

Set up your Maxio Core account: users and account settings, admin lists, invoicing defaults, utilities, and workflows that span Maxio Core and Advanced Billing.

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Configure Multi-Currency

Account & User Settings6 articles

Manage who can access your Maxio Core account, what they can do, and account-wide preferences.

Configure Account Settings

Configure Unique Number Prefixes

Set Close and Lock Dates for Financial Controls

Manage Users

HubSpot for Maxio Core4 articles

Connect HubSpot to Maxio Core.

Set Up HubSpot Integration

Sync and Process Sales Orders

Push Financial Records to HubSpot

Create Renewal Deals in HubSpot

Invoicing9 articles

Set up and configure invoicing defaults for Maxio Core.

Choose a Payment Provider

Set Up Stripe for Payments

Set Up Stripe with Plaid

Review the Credit Card Threshold

Admin Lists17 articles

Maintain the lists Maxio Core records rely on, including items, custom fields, transaction classes, account groups, registers, your chart of accounts, and payment settings.

Manage the Chart of Accounts

Create and Use Account Groups

Manage Registers

Use Multiple Registers

Cross-Platform Workflows9 articles

Workflows that use Maxio Core and Advanced Billing together.

Enable Instantaneous Data Sync

View Subscriptions

Edit the Advanced Billing ID

Sync Customers and Payments

Utilities6 articles

Maintenance and bulk tools for your Maxio Core account.

Back Up and Restore Your Account

Switch Organizations from Maxio Core

View and Filter Activity Logs

Upload and Manage Reference Files