You can update your personal profile details and business (company) information at any time from your account settings. This includes changes to your email, password, company name, address, and default currency.
Update Personal information
Steps to update Personal profile
Select your profile icon in the top-right corner.
Click My Account
Open the Profile Settings section.
Update any of the following fields:
First name
Last name
Email address
Title
Profile image
Click Save Changes.
Your personal profile updates will apply immediately to your account moving forward.
Update Business (Company) information
Steps to update Company settings
Select your Company profile picture on the top left-hand side
Click Company Settings
Update any of the following fields:
Company name
Company contact information
Public profile settings
Profile URL
Company address
Default currency
Timezone
Project numbering preferences
Click Save Changes.
Your updated company settings will apply to future documents and workflows.
Important notes
Changes are not retroactive: Updates to company or personal information will not affect existing documents such as proposals, contracts, or invoices.
Only newly created documents will reflect the updated information.
Ensure accuracy when updating currency and timezone, as these may impact reporting and financial workflows.