Account settings allow you to manage the following administrative informations:

• General Account information
  • Edit your Business Alias here
  • Find your Account’s Inbound Email here
• Upload Logos
• Add and manage team members
• Add and manage connected bank accounts
• Add and manage connected cards
• Edit Client Creditworthiness settings
• Manage app Integrations. (API Access*, Stripe, QuickBooks*)

*If available for your Account

How to Access Account Settings

1. On the bottom left of the side navigation, click on the gear icon.
2. Then click on Account Settings.