Settings, calendar and backups
Country, currency, dates and tax periods
The settings in the Business panel, and what each one changes.
- Home country, and the Province or state in Canada or the United States: decides the tax words used, such as VAT, GST or sales tax, and how the accountant pack is laid out.
- Home currency, used for reports: Reports, receipts in other currencies and the accountant pack are shown in this currency.
- Name of your sales tax: the word for your tax, such as VAT.
- Date format: day first, month first, or year first, on your estimates, invoices, their emails and pick lists. Date boxes you type into follow the language and region set on your own computer or phone.
- Paper size: A4 or US Letter, for every PDF.
- Lengths: metres or feet.
- Tax returns, Quarters end in and A yearly period ends in: set the periods on the Accountant page.
- Prices I enter already include tax: tick only if the rates you type have tax in them.
Click Save business settings after any change.
In Settings, Receipts has Your own receipt categories and Your own payment methods, which add to the lists on every receipt. See Your own categories and payment methods.
TipIf you are not sure about your tax periods, your accountant will know.