Change company settings

Steps

1. Open Settings & Close. The sections across the top — Business, Sales & invoices, Accounting, Team & access, Integrations, Plan & usage, Keyboard shortcuts and Data & account — show one group of cards at a time.
2. Business holds the Company card: legal name, EIN, Fiscal year begins, Home currency, Reports open on (accrual or cash) and the Business profile, including the footer printed on reports and whether account codes are shown.
3. Sales & invoices holds Design your invoice, Sales tax and Invoicing & payments. Accounting holds Period lock, Year-end close and Classes, locations & jobs.
4. Team & access holds Team and Your accountant. Integrations holds Connected applications and What the AI costs. Data & account holds Bring in your books, Take your books with you, Your logo and Data.
5. Choose Save company after editing the Company card. Other cards save with their own buttons.

What you should see

The change shows on the card and, where it affects reports, on the next report you open.

If it goes wrong

Changing Reports open on does not rewrite the journal; it only sets the default basis a report opens with. Home currency cannot be changed once an entry exists.

Related guides

• Set up your company
• Set up sales tax rates
• Design your invoice and add your logo
• Lock a period and close the year
• Invite your team and set roles