Update Contact Information

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    Change Client Information

    The “Edit My Information” screen is where the clients contact information is located.  You can update your information in this screen. There are four sections.

    1. Contact Information – This is used to setup the contact for your company. You can have multiple contact.
    2. Billing – The is where you add you tax ID and the billing contact for your site.
    3. Additional Settings – Here you set your language and newsletter configuration.
    4. In this screen you can change your password and enable two-factor authentication.
      1. Two-factor authentication – This send a onetime passcode to the user that they must enter before accessing the account.

    How do I get to this screen?

    From the dashboard, click the change button under your address information.

    How do I go back to the dashboard?

    Simply, click the dashboard button in the menu.

    in Accounting & BillingGetting Started