Entering Your Company Information

Add or Edit your Company Address and Contact Information


Uploading your Logo


Setting your default sales tax rate

Setting the default number of days before proposals expire

Setting the default labor cost per hour

Setting your starting day of the work week

Setting your Time Zone


Setting your default list of Job/Lead Sources

Quickbooks Desktop Export Account Settings

The Description column in the Quickbooks Accounts table should match the description that you have for the different Sales/Income, Liability and Expense accounts in your Quickbooks Desktop Accounts table.

Can’t find what you’re looking for?

Our award-winning customer care team is here for you.

Contact Support