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Updating Company Information and Options

The Company Information dialog box includes basic company contact information, passwords, email settings, and other relevant options.  

The Company Information dialog box has multiple tabs:

• Company: This tab has basic contact information for the company.
• Additional: You can change your accounting method, add a company logo, set up passwords and permissions, adjust email settings, and possibly specify payroll options on this tab.
• Vendor: With this tab you can set default options for new vendors and customers, and setup log in information for vendor or banking sites.
• Merchant Account: You use this tab to set up a merchant account for processing credits cards or make adjustments to an existing merchant account.
• Custom Fields: With this tab, you can set up names for custom fields used when adding information in various dialog boxes.
• Accountant: Here is where you provide contact information for your company's accountant or accounting firm.

See the other topics in this section for details about updating specific company information. For information about changing passwords and permissions, see the topics in the Managing Passwords and Permissions section.

To update company information:

1. Click Company Setup in the Company section of the task bar on the right.
2. In the Company Information dialog box, click a tab for the relevant information.  
3. Make any necessary changes.
4. To save updated information on that tab without closing the dialog box, click Save.
5. When you are finished updating information in the Company Information dialog box, click OK.