Helpgetting startedComplete Your Profile
Complete Your Profile
Add your logo, contact info, and preferred display currency.
beginner· 2 views· Updated 7/18/2026
Your business profile is essential as it appears on every invoice, bill, and report you send. Ensure your profile is complete with the following recommended fields:
- Logo · PNG or SVG, 200×80 or similar
- Address + tax IDs
- Default currency and date format
- Contact email + phone (shown on invoices)
- Bank details (shown on invoice PDFs for payment)
Step-by-step
- 1Open Settings → General
Navigate to Settings in the sidebar and select the General tab.
Open Settings → General - 2Upload logo
Drag and drop your logo file. The preview updates live.
Upload logo - 3Check your country & currency
Your business country: and therefore your ledger currency and tax rules. Is shown on the Business card. It's locked once set, since tax rules and your ledger are country-specific.
Check your country & currency - 4Edit and save per card
Each card saves on its own: click the pencil next to a field, make your change, and it's saved instantly.
Edit and save per card
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