Ensure all your company information is up-to-date by updating them regularly when needed.
From your main navigation bar, click on the Settings tab, followed by Company Details. On the 'Company Overview' page is where you set up your QuickBooks Commerce account basics.
Not all the information here is requisite, but we suggest you fill up all fields.
The Company Name used here will be shown throughout the QuickBooks Commerce application and on all documents generated in QuickBooks Commerce.
The Email used here will be tied to your B2B eCommerce Platform as the ‘contact email address’.
If you have a secondary user on your QuickBooks Commerce account, the Team Members section will allow you to edit the user permissions and visibility of certain sections in QuickBooks Commerce by granting:
- Read – can view section only.
- Read and write – can view and make changes such as create, update or delete
- No access – unable to access restricted sections of the platform
The locations section allows you to set up multiple locations if you are holding stock at various locations.
There are two ways to set up your locations. You can quickly create a location by clicking on the ‘New Location’ button on the screen's top right-hand corner.
Alternatively, you can do so via a. CSV upload should you have more than three locations. Click on the ‘Import/ Export Stock Location Data’ button and follow the guided steps to get set up and to run. 🚀
Keen to know how to edit your account’s default settings? Read this.