Your company’s basic details live under Company in Settings. Company Admins, Bookkeepers and HR Admins can update Company information and Locations. Company Admins and HR Admins can also manage Departments.
Settings > Company information opens your company’s details. Change what you need and select Save.
Locations
Settings > Locations lists your company’s addresses. Under each name you’ll see how the address is used: Office, Primary Filing, Primary Mailing or Primary Filing & Primary Mailing.
Select Add location to add one, or select a location to edit it. Fill in:
- Location name
- Street, Street 2, City, State and Zip code
- Primary company address (including tax filings): turn on to make this your primary filing address
- Do you want government agencies to use this address to contact you?: turn on to make this your primary mailing address
Then select Save.
Departments
Settings > Departments lists your departments and how many people are in each. A sub-department shows its parent department above its name.
To add one, select Add department and fill in:
- Department name: each name must be unique
- Select parent department: pick one to make this a sub-department
- Quickbooks department: shows, and is required, if your company has connected QuickBooks. It’s the same match you set under Department mapping in Accounting settings
Then select Save.
Open a department’s menu to Edit department, View employees or Delete department. View employees opens All people filtered to that department.
Remove everyone from a department before you delete it. Deleting a department can’t be undone.
