How do I update my company’s details? 

To update company details (location info, business info, and contact info), click Settings on your main menu. 

Then, select Company Details. 

Location Info 

If you would like to update the company’s name or address, click Edit beside “Location Info.” 

After updating the info, click SAVE. 

Business Info 

If you need to update your company’s trade name or DBA, industry, entity type, or Federal Employer Identification Number (EIN), click Edit beside “Business Info.” 

After updating the info, click SAVE. 

Contact Info 

If you need to your company’s contact info – including contact name, phone number, and email address, click Edit beside “Contact Info.” 

After updating the info, click SAVE.