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Change startup, connection and invoice options for this computer

Company settings and computer options have separate Save buttons.

Steps

  1. Open Company & settings. Use the company form for business details, reporting year and pricing defaults.
  2. Scroll to Options for this computer. Choose your startup page, new-invoice due dates, background hosting, nearby discovery and automatic sync.
  3. Select Save computer options. Changing these options does not alter existing invoices or financial records.
  4. Use Change backup location to select a separate backup destination. Check its last successful backup on Office & devices.
  5. For connection help, select Connection help or replay Take the quick tour.

Check that it worked

Options remain selected after closing and reopening the app on this computer.

Still stuck?

These preferences are local. Changing them on the host does not change every laptop’s settings.

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