Settings
Company profile, users, and fiscal preferences.
Company profile
Used on invoices, statements, and QuickBooks sync.
Team access
Who can view and edit the books.
| Name | Role |
|---|---|
Raj Patel raj@summitplumbing.example | owner |
Maya Chen books@summitplumbing.example | bookkeeper |
Fiscal year
Starts in month 1 · Currency USD