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Settings

Settings control your company info, how the app looks and notifies you, billing defaults, security, and connections like QuickBooks. Everything in this section is under Settings in the menu (or under your profile where it applies).

Company​

  • Settings → Company — Your business name, logo, address, phone, and other contact details. These can appear on estimates, invoices, and receipts.

Display​

  • Settings → Display — How dates and times are shown, timezone, and other display preferences.

Notifications​

  • Settings → Notifications — How the app sends notifications (e.g. in-app vs email) and for which events.
  • Notification preferences (often under your profile or account) let each user choose how they want to be notified (e.g. for new issues, assignments, or invoices).

Billing​

  • Settings → Billing — Default options for billing—for example tax, payment terms, or other defaults used when you create estimates and invoices.

Events​

  • Settings → Events — Defaults for the calendar and events (e.g. how events are shown or which event type is default).

Security​

  • Settings → Security — Change your password, turn on or manage two-factor authentication (2FA), and see or end your sessions. Keeping 2FA on is recommended for better security.

Video: Enabling MFA in Security settings.

Roles & permissions (admins)​

  • Settings → Roles & permissions — Define roles and what each role can do; create or edit roles and assign them to users. Only users who have permission to manage roles can see this section.

Issues​

  • Settings → Issues — Global options for issues—for example default status or which fields are required when creating an issue.

Terms & conditions​

  • Settings → Terms & conditions — Create and edit templates for terms and conditions that you can attach to estimates and invoices so they print on the PDF.

QuickBooks Online​

  • Settings → QuickBooks — See whether QuickBooks is connected, and connect, disconnect, or adjust sync settings. Your admin usually handles this. Use the toggles to enable Sync user to QBO (users as customers) and Sync issue to invoice (create/update invoices from issues).

QBO settings: connect and enable user and issue sync

Video: Connecting your account to QBO.

Teams​

Team-specific options may appear under Teams or when you switch into a team, rather than under the main Settings list.