Home > Settings > Business Details

In Business Details, you tell Kashoo the high-level details about your business.

Business Information

You can upload, change, or remove your "Business Logo". When you have one uploaded, your logo will appear on your invoices and other client-facing documents.

Additionally, this section enables you to change your "Business Name", "Taxpayer ID" or "Business Number", "Business Type", and "Industry".

Fiscal Year and Currency

You can also change your "Fiscal Year Start" and "Transaction Start" dates.

The "Transaction Start Date" determines how far back Kashoo will store your business' accounting information. Changing your "Fiscal Year Start" date will have tax filing implications so carefully consider your decision to do so.

Your "Currency" is fixed when you first create your business and is not editable.

Once you have completed your changes, click on the Save Settings button. If you are making changes only to your logo, no saving is required.

To exit the Settings section at any time, click the X in the upper right.


Quick Links!

Start Up Guide Smart Inbox Importing Data Accounts Dashboard Transactions Contacts Invoices Bills to Pay Reports Settings Taxes

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