Guides and answers for getting the most out of CentSight — from connecting your data to fixing a sync and managing billing.
Connect QuickBooks so CentSight can read your financial data and start building your dashboard. It takes about two minutes.
Link your bank through Plaid so CentSight sees your real cash movements — your bank login is never shared with CentSight.
What CentSight can see, what it cannot do, and how you stay in control of your data.
If your dashboard looks behind QuickBooks or your bank, that's expected — and easy to fix.
If a transaction you expected isn't in a report, it's almost always one of three things.
Connections can expire over time. Reconnecting takes a few seconds, and none of your history is lost.
Email us at support@centsight.com and we’ll take a look. Prefer to talk it through? Book a quick call.