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Help Center › Configuration › Maxio Core

Configuration

Maxio Core

Browse all 53 articles in this section.

Start here
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
Manage Users
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
Utilities6 articles

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Back Up and Restore Your Account
Switch Organizations from Maxio Core
View and Filter Activity Logs
Upload and Manage Reference Files
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Advanced BillingMaxio MCP ServerAuthentication & AccessComplianceImporting