Quick Start

Free Trial

• Sign In with Intuit
• Bi4Cloud Sign Up with Xero
• Bi4 SignUp General flow
• Setting up Your Free Trial
• BI4Cloud + MYOB AccountRight Live - Connect a Trial
• Bi4Cloud + QuickBooks Online : Connect a Trial
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Run Reports

• Classic: Analyze - To see your data in more detail
• Classic: Analyze by Detail - To see all fields at transaction level detail
• Classic: Pivot - To see Multiple Dimensions at once
• Classic: Compare - Awesome Date Comparison

Change Reports

• Worksheets - Rename, Copy, Move or Delete
• Subtotals (Group By)
• Create, Save & Share your own Custom Workbooks
• Classic - Create, Save, Share & Schedule your Own Favourites
• BI4Cloud Help Widget - In App Help
• Favourite Reports - Changing Rows (Analyze By)
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Video Tutorials

• Sales Reports - Training Videos
• P&L Reports - Training Videos
• Dashboards - Training Videos

Subscription

• Plans & Pricing
• Cool Stuff
• Payment - Add Payment details/Add users/ Change plans
• Add Users and User Access
• Can I get a copy of a past invoice?
• Can I change the email used for Invoice delivery?

FAQ

• Getting Started FAQ
• Getting Support for BI4Cloud