Settings

What this screen is for

Settings controls company, team, user, integration, automation, and workspace preferences. Use it when the workspace needs configuration rather than day-to-day accounting work.

Before you start

Know which company you are configuring and whether the change affects only your user account, the team, or the whole workspace.

Basic walkthrough

1. Open Settings from the Workspace tab.
2. Choose the settings area that matches the change you need.
3. Review the current value before editing.
4. Save the change and confirm the screen shows the updated state.
5. Return to the affected workflow and confirm the setting behaves as expected.

What to check next

Use Integrations for provider-specific setup. Use Dashboard to confirm workspace-level changes are visible where users start their work.