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Setup My Business

Edit Business Details

  • To go to MyBusiness settings, click on the settings icon (cog) in the top right-hand corner.

    Job Estimate - My Business
  • To edit the business details, click ‘Edit’ in the ‘Business Details’ section

    Job Estimate - My Business - Business Details
  • Enter the updated business details and click ‘Save’.

    Job Estimate - My Business - Save My Business

Business Space Settings

  • To go to MyBusiness settings, click on the settings icon (cog) in the top right-hand corner.

    Job Estimate - My Business
  • To edit the business space settings, click ‘Edit’ in the ‘Settings’ section

    Job Estimate - My Business - Business Settings
  • To show a logo in the letterhead of bills and invoices, click ‘Browse’ and select the image. To remove the logo, click ‘Delete’.

    My Business - Change Logo
  • To include the sales tax in invoices and quotes, enter its name and rate.

    My Business - Sales Tax
  • Change the currency format, if required.

    My Business - Money Format
  • Click ‘Save’ to apply the changes.

    My Business - Business settings save



Updated on January 27, 2022
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