GETTING STARTED
Add your business details
Your business name, email, phone, address and time zone appear on every invoice, quote and document. Set them once in Business settings.
Steps
In the menu, open Business settings.
Choose Business details.
Fill in Business name, Email, Phone, Website (optional) and Address. These are shown on everything you send.
Check your Time zone (for example America/Chicago). Appointments and due dates use it.
Under Hours for appointments, pick the days you’re open and your opening and closing times.
Choose Save changes.
Set how customers pay you
In Business settings → Payments & terms, add your Payment instructions (for example “Make checks payable to…”, Zelle or bank transfer details). They print in a box on invoices and statements that have a balance. Here you can also set when invoices are due (Due after (days)), your usual terms and a thank-you note.
Your setup checklist
While you’re getting started, Home shows Get set up in a few minutes: add your business details, add your first customer, create your first invoice and record money in or out. Each step ticks off as you do it.