Business Settings

Settings → Business Settings holds the core information about your company that appears on customer-facing emails, invoices, quotes, and the customer payment portal — your business name, address, phone, logo, and time zone.

Available Settings

• Organization profile — Legal name, DBA, EIN (for QBO matching), and physical address.
• Branding — Logo upload, primary color, and email signature used on customer-facing communications.
• Contact information — Customer-visible phone number, support email, and website URL.
• Time zone & locale — The org-wide time zone that drives route generation, scheduling, and report dates.
• Default terms & messages — The default Net terms (15 / 30) and the default message that appears on quotes and invoices.

Where This Setting Surfaces

• At the top of every invoice and quote PDF.
• In the public customer payment portal header.
• In every automated customer email, including invoices, quotes, and payment receipts.
• On QuickBooks-synced records via the org name.

Related

• Settings index
• Invoices Overview — including sending invoices
• Sending Quotes
• QuickBooks Overview