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Customizing Your Account
Customizing Your Account
+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!
Written by
Robert Yuen
Updated over a week ago
Currency Support
How do I change the currency?
Written by
Ailyn Mendoza
Updated over a week ago
Creating Categories and Phases
Need more categories and phases?
Written by
Robert Yuen
Updated over a week ago
Team
Setting Permissions via Policies
Create custom permission for each person on your dashboard.
Written by
Robert Yuen
Updated over a week ago
Setting billable rates
Create roles and templates for hourly rates
Written by
Robert Yuen
Updated over a week ago
Integrations
QuickBooks Online Integration
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
Written by
Giovanni Gomez
Updated over a week ago