From the Settings menu, select Company Settings
- Enter company details (company name, phone number, address, etc)
- Agent email send to Bookkeeper can be toggled on (click the box on the right) if you would like the Account Verification Email to come to the Bookkeeper when initially setting up Users
- Click the Save button in the lower right-hand corner
Voucher Approval Tab
Manage your Voucher Approval process here. For more details, see this article.
Save a comment that will print on the bottom of all statements here. For more details, see here.
Default Bank Accounts Tab
Define your default Deposit and Agent Payment bank accounts here. For more information on setting up bank information, review this article.
Set up your QuickBooks Online integration here. Check out these articles for detailed set up instructions for QuickBooks Desktop and QuickBooks Online. [PLEASE NOTE: this tab is bring phased out in favor of QuickBooks integrations being managed from our Integrations menu item.
Agent Bonus Tab
Set up your Agent Bonus global settings here. Review this article for more information.