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