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Customizing Your Account

Customizing Your Account

Moe Amaya avatar Robert Yuen avatar Ailyn Mendoza avatar +1
7 articles in this collection
Written by Moe Amaya, Robert Yuen, Ailyn Mendoza and 1 other
Company

How do I change my Organization Name?

Looking to change the firm name - easy!
Robert Yuen avatar
Written by Robert Yuen
Updated over a week ago

Currency Support

How do I change the currency?
Ailyn Mendoza avatar
Written by Ailyn Mendoza
Updated over a week ago

Creating Categories and Phases

Need more categories and phases?
Robert Yuen avatar
Written by Robert Yuen
Updated over a week ago
Team

Setting Permissions via Policies

Create custom permission for each person on your dashboard.
Robert Yuen avatar
Written by Robert Yuen
Updated over a week ago

Setting billable rates

Create roles and templates for hourly rates
Robert Yuen avatar
Written by Robert Yuen
Updated over a week ago
Integrations

QuickBooks Online Integration

Moe Amaya avatar
Written by Moe Amaya
Updated over a week ago

How to export Invoices to Quickbooks Desktop

This walkthrough will help show you how to export invoices to Quickbooks Desktop
Giovanni Gomez avatar
Written by Giovanni Gomez
Updated over a week ago
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