Frequently Asked Questions
FivePlusTrax is a dashboard of financial information and trends on your company. A Financial Dashboard is designed to provide a simple visual overview of the health and direction of any organization that has financial statements, i.e. balance sheets, income statements (also known as profit and loss, or operating statement) and cash flow statements.
FivePlusTrax is a month to month subscription of $30.00, and you can cancel at any time.
If at any time you are dissatisfied or feel you are not getting your money’s worth from your FivePlusTrax subscription just write us at email@example.com with the subject "Cancel Subscription" and we will cancel your subscription immediately and refund that entire months charge.
In addition to keeping on top of your numbers, you can use FivePlusTrax to showcase your Company to your bank, your investors, employees…anywhere you want to show you are on top of your finances and gain credibility.
Yes! Because your bookkeeper keeps your QuickBooks information just have them sign you up and share the password with you. Any changes they make to your information shows up on your desktop 24/7!
By default FivePlusTrax is configured to automatically synchronize the data every 2 hours, as long as you have the Quickbooks file open and the Web Connector running. You can also synchronize the data manually through Web Connector.
Step one: Click on this link https://www.fiveplustrax.com/index.php?page=new-account-registration
Step two: Fill in the blanks,
Step Three: Click the Register button
Step Four: Check your email for the verification email. It should arrive in 1 to 10 minutes. Open the verification email from FivePlusTrax and click the activation link.
Step Five. Return to www.fiveplustrax.com and log in with your user name and password.
Currently FivePlusTrax is compatible with any version of QuickBooks that interacts with the QuickBooks Web Connector.These include:
Only if you pay them to do so as an extra charge. Using the power of Cloud computing we can do in seconds what your bookkeeper would take hours to do. And at a fraction of the cost.
Running a business day to day is tough and even harder when you don’t have the right information to make the right decisions. We built FivePlusTrax to give you that information, but you need to have place of beginning…a firm foundation to stand on and that is the right accounting software. We recommend and built our product to work with QuickBooks because it’s currently used by over 80% of the market.
Yes. And to help get you started we’ve found a place where you can download a trial version of Simple Start, their beginner’s version of QuickBooks for free. It will give you thirty days to see if you like using it.http://download.cnet.com/QuickBooks-Simple-Start-Free-Edition/3000-2066_4-10608523.html
You will need to have a compatible version of Quickbooks Product installed, you will also need QuickBooks web connector and your favourite browser . Thats it!
Web Connector is a program that allows us to connect to your QuickBooks when opened it allows us to update your financial dashboard. It takes a quick snap shot of your current financial data in your files and then records and saves that information. The Web Connector then pushes this information to your FivePlusTrax Dashboard where it is presented in a series of charts and graphs.
If you already have Quickbooks and Quickbooks Webconnector installed on the machine, its one less thing to worry about. After you register please follow the instructions to download the FivePlusTrax Installation file to add FivePlusTrax to the Web Connector and Grant Permission for it to access the Quickbooks file
Simply find the log-in username and password boxes located at the top of all the FivePlusTrax web pages. Then sign-in with your FivePlusTrax username and password.
Yes. We built FivePlus so you can access it from any computer and your data always remains safe.
At this time FivePlusTrax will only integrate with QuickBooks software. If you do not have or use QuickBooks software, you can download a free trial version of their starter software, Simple Start at http://download.cnet.com/QuickBooks-Simple-Start-Free-Edition/3000-2066_4-10608523.html This will give you thirty days to see if you like it. If you decide not to use QuickBooks or FivePlusTrax just send us a note and we will cancel your subscription immediately.
Only FivePlusTrax users have access to the password protected information displayed on their FivePlusTrax Dashboard™. FivePlusTrax uses 256-bit encryption technology via Secure Sockets Layer (SSL) through a tier one certificate to ensure the confidentiality and integrity of their data. FivePlusTrax account data and QuickBooks data are held in separate secure databases, which ensures complete data anonymity at all times.
All data collected by your Web Connector is stored in FivePlusTrax servers located at Amazon.com, one of the most secure facilities in the world. All users’ data is broken down and saved into multiple servers so that only the server can make sense of the information. If the information were ever hacked into, none of the numbers would match up.
At FivePlusTrax we value your privacy as much as we value our own so your data is encrypted so it cannot be read by anyone other than you. We don’t share your data with anyone. Period.
No. FivePlusTrax provides a strictly “read only” view of your FivePlusTrax™ dashboard. That means if someone stole your password they would only have access to your dashboard, not your QuickBooks file.
We monitor key performance indicators of your business to help you build a better business. These include summary and details on cash coming in (accounts receivable) cash going out (accounts payable), cash (working capital) and what accounts are overdue.
We have already Setup some alerts based on industry standards, you should see them once you login to your dashboard. We plan to add more alerts as we go.
Please contact our product support team at firstname.lastname@example.org
To change your password you must first be logged into your FivePlusTrax account with your username and password. Once logged in you will go to your my Profile page. In the password box you enter a new password in submit it again underneath in the Verify Password box. Once you have added your new password click the Save button.
FivePlusTrax is a month to month subscription of $19.95, and you can cancel at any time.
Please send an email to email@example.com with the subject "Cancel Subscription", please specify the "Login email" (this is the email used during registration) in your request.
If at any time you are dissatisfied or feel you are not getting your money’s worth from your FivePlusTrax subscription just send us a note and we will cancel your subscription immediately and refund that entire months charge.
To log-out of FivePlusTrax you simply click the Log-out button at the top right hand side of any webpage on FivePlusTrax.
Upon receiving your request, we will delete all of your quickbooks data from our database.
We built FivePlusTrax so you didn’t need to learn any new skills in order to get the most from using it. If you have any problems contact us at firstname.lastname@example.org with the subject "Training", and we will walk you through any challenges you might have.
We do have a Partner Program. If you are interested please contact us at email@example.com with the subject "Partner Enquiry" and one of our representatives will contact you.
FivePlusTrax is working hard to improve our product and is very focused on listening to our users in order to do so. Please send us your thoughts to firstname.lastname@example.org with the subject "Suggestions".
Please make us aware of any problems you’re having at email@example.com with the subject "Feedback". We are monitoring your feedback closely and working hard to address issues as they arise.