Settings

Open Menu and select Settings to manage work-area preferences and supporting records. These settings apply to the company workflows you can administer, rather than to your personal sign-in or display preferences. Expand a category and select the settings page you need. The available categories and actions depend on your permissions.

• Sales settings: sales channels, automatic customer emails, and merchant accounts.
• Receivables settings: default terms, invoice creation, and offline payment methods.
• Purchasing settings: automatic vendor emails.
• Products and services settings: item preferences and shipping setup.
• Payables settings: discounts, default terms, and vendor prepayments.
• Banking settings: expense categories.
• Accounting settings: default accounts, accounting-period preferences, SaaS metrics preferences, taxes, and terms.
• People settings: self-service preferences.

Use Apply on preference pages to save changes. Lists such as expense categories and terms use their own record actions instead.

For company information, approval policies, or account management, use QuickStart settings under Menu > Administration. For your own security and regional preferences, use My preferences. For external connections, use Integrations & Apps.