Company information

Update your company information, add or edit filing and mailing locations, and add, edit or delete departments and view the people in each.

Settings → Company information, Settings → Locations and Settings → Departments hold your company’s details, addresses and departments. Company Admins and HR Admins can update all three; Bookkeepers can update the details and locations.

Every turns on QuickBooks department choices company by company. If the choices don’t load, email [e-mail] to ask about them.

Update company information

1. Open the company form

   Go to Settings → Company information.

2. Update the details

   Update Legal entity, DBA name, Company type, CEO and Phone number as needed. All five are required. Your company’s DBA can have up to 50 characters.

3. Save the changes

   Select Save. Every confirms that the company details were updated.

FEIN is read-only, so you can’t change your company’s FEIN on this page. The CEO list shows your company’s current employees and its external users.

Add or edit a location

1. Open the location form

   On Settings → Locations, select Add location. To change an existing location, select its row instead.

2. Enter the address

   Enter Location name, Street, City and Zip code. Street 2 is optional.

3. Choose the state

   In State, select the location’s state.

4. Optional: choose the filing address

   Turn on Primary company address (including tax filings) to make this your company’s primary filing address.

5. Optional: choose the mailing address

   Turn on Do you want government agencies to use this address to contact you? to make this your company’s primary mailing address.

6. Save the location

   Select Save. The form closes after the location is saved.

Choosing a new primary filing or mailing address replaces the previous choice. A location can serve both purposes. Locations used for neither appear as Office.

Add a department

Company Admins and HR Admins can add, edit and delete departments.

Once your company starts connecting QuickBooks, even before the connection finishes, the form requires a Quickbooks department. An HR Admin role alone can’t load its choices. While the field shows, an HR Admin role alone can’t save a new department or an existing one with no QuickBooks class.

1. Open the department form

   On Settings → Departments, select Add department.

2. Name the department

   Enter a Department name. The form rejects a name already used by another department, ignoring capitalization and surrounding spaces.

3. Optional: select a parent

   In Select parent department, select a department to make this a sub-department.

4. Select the QuickBooks class

   If Quickbooks department appears, select a QuickBooks class. Once QuickBooks is connected, Company Admins and Bookkeepers also see the choice under Department mapping in Accounting settings.

5. Save the department

   Select Save. Every confirms that the department was created.

Edit a department or view its people

1. Open the department

   In the department’s menu on Settings → Departments, select Edit department.

2. Change the details

   Update Department name or Select parent department. If Quickbooks department appears, you can change its QuickBooks class.

3. Save the department

   Select Save. Every confirms that the department was updated.

Once your company’s account is approved and payroll is turned on and set up, select View employees in the department’s menu on Settings → Departments. All People opens filtered to that department.

Delete a department

Deleting a department can’t be undone. Remove its employees from the department first.

1. In the department’s menu on Settings → Departments, select Delete department.
2. In the confirmation dialog, select Delete.