The Settings page link is located on the bottom left of your navigation menu.
Select Settings to access the Settings page, where you can customize your account preferences, and complete other important tasks.
Note: The options you see on the Settings page will vary based on your account type and user role. If you don't see a setting from the list above, either your user role doesn't have the necessary permissions, or your account type doesn't have the feature.
Jump to:
Your Account
User Settings
- Manage your personal profile
- Edit your email preferences
- Change your password
- Change your security settings, including your 2-Step Verification phone number, and trusted devices
Tools & Workflows
Accounting
- Manage accounting preferences
- Manage classifications
- Manage your chart of accounts
- Manage items
- Manage payment terms