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The Settings area holds everything that configures your account — your business details and branding, notification preferences, data, backups, your license, and integrations. Open Settings from the sidebar.

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Settings tabs

You’ll only see the tabs your role allows and your plan includes.

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Business profile & branding

On the Overview tab you can set:
  • Business name and display name.
  • Logo — reused on the app, receipts, and invoices.
  • General details like contact information.
1

Open Settings → Overview

Select Settings from the sidebar; the Overview tab opens by default.
2

Edit your details

Update your name, upload a logo, and adjust preferences.
3

Save

Changes apply across the app.

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Other settings areas

Some settings have their own pages in the sidebar rather than tabs here:
Upload a clear, high-contrast logo — it represents your brand on customer-facing documents like invoices and receipts.