Setup

Start here: Find and save a setting

Find a setting, understand access, and save changes in your business workspace.

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Business and accounting

• Edit your business or organization profile
• Check your accounting setup
• Choose year-end accounts
• Set document number prefixes
• Set a backdating limit

Documents and customer emails

• Design your invoice documents
• Customize customer emails
• Set automatic payment reminders

Payments and connections

• Configure payment methods
• Set up check printing
• Configure email sending
• Set bank matching options

Features and controls

• Choose features and a starting preset
• Set up approval workflows
• Configure period close checklist items
• Set project tracking options