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1. Open Settings

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Click Settings from the main sidebar to access your account configuration options.

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2. Go to Company Info

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Click Company Info to view and edit your business details.

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3. Update Your Company Details

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In the Company Info section, update the business details you want to change.

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You can edit your Company Name, Contact Phone Number, Contact Email, Sub Heading or License Info, Company Website, Company Address, HST/Tax Number, Unit System, Default Currency, and Company Logo.

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Make sure the information is accurate, as these details may appear on customer-facing documents such as estimates, invoices, receipts, work orders, and the Client Portal.