Settings & Team

Company profile, users, and permissions.

• Delete your accountAsk us to delete your own login, or - if you are an admin - your whole company account, from inside the app.
• Connect QuickBooks OnlinePush your customers and subs into QuickBooks Online so nothing gets double-entered.
• Choose who gets notified when something happensSettings → Notifications → Who gets told: pick the roles and people who hear about each event.
• Choose what you get told aboutPick which notifications reach you in the app, by email, or both.
• Invite a team memberAdd coworkers and set what they can access.
• Plans, prices and what an active project isWhat each plan costs, how the free trial works, what counts toward your project limit, and what happens if you run out of scans.
• Control who can see and do whatSet per-screen permissions for each role or person.
• Edit a role's defaults or create a new classChange what a standard role can do, or build a brand-new class from scratch.
• Sign users out automatically after inactivitySet an inactivity timer that signs the whole company out automatically.
• Signing in sends you back to the sign-in screenWhat to do when signing in appears to work but lands you back on the sign-in page.
• Protect deletes with a secret keyRequire a secret key before anything is deleted.