HelpsettingsBusiness settings
Business settings
Manage your business's legal name, address, currency, and fiscal year.
beginner· 3 views· Updated 7/18/2026
Go to Settings in the sidebar and select the General tab to update your business information. Changes you make here, such as legal name, address, currency, and fiscal year, are applied immediately. However, historical documents will retain their original values for accuracy and compliance.
Step-by-step
- 1Access General Settings
Navigate to Settings in the sidebar and click on the General tab.
- 2Update Business Information
Edit your business's legal name, address, currency, and fiscal year as needed.
Ensure all information is correct to avoid discrepancies in your records.
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