Company Setup and Editing
Create a new company or update an existing one's details.
How to use it
From Manage Companies, click New Company to run setup, or Edit on an existing company to update its details.
Configuration
None to create a first company; editing requires owner-level access to that company.
Details
| Menu location | Companies menu, Manage Companies, then New Company or Edit. |
| Who uses it | Owners onboarding a new business or updating company info |
| Prerequisites | None |
Related pages
See which plan includes Company Setup and Editing on pricing, or how Count My Bucks compares to QuickBooks.