How to Edit Settings/Classifcations

To edit the Company’s Settings

• Click on your name at the top right hand corner and select Settings
• Click on the Companies tab on the left
•  In the -Actions- bar next to the company's name, select Edit Company Settings

There you can edit the Company name, currency symbol, and the start of your fiscal year.

To edit the classifications,

• Click on your name at the top right hand corner and select  Settings
• Click on the  Companies tab on the left
• In the - Actions- bar next to the company's name, select Classify Accounts

You can return to these pages as often as is needed! Just remember to save your changes at the bottom of the screen. If you have any questions in regards to the classifications, please see our classification guide.

To select your payroll accounts,

• Click on your name at the top right hand corner and select Settings
• Click on the Companies tab on the left
• In the -Actions- bar next to the company's name, select Classify Accounts

From this screen you can change classifications and select the Payroll and Owner's Expense.

You can return to these pages as often as is needed! Just remember to save your changes at the bottom of the screen.