Account Settings
10 articles
How to change your personal or business informationHow to change things like your email, password, business name, address, and default currency.
How to update your company logo and header on your documentsLearn how to customize your company branding on invoices, proposals, and contracts by updating your logo and header.
How to set default messages when sending documents to clientsA step-by-step guide for setting default messages when sending proposals, contracts, and invoices to your clients.
Customizing the 'from' email address when sending documentsHow to customize the 'from' email address when sending documents.
Granting Account AccessGranting and revoking Support team's access to your account data
Importing data into BonsaiUpload .csv files to import clients, tracked time, expenses and paid invoices.
Custom fieldsAdd and manage custom fields in Bonsai to organize projects, tasks, clients, contacts, and deals more effectively.
Switching between companies in BonsaiYou can switch between companies in just a few clicks.
How to create and manage Custom ViewsCustomize and focus on the data that matters most
How to export your account data from BonsaiExplore how your invoices, clients, expenses, time tracked, and projects can be exported from Bonsai.