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Account

Find help articles on account settings, billing details, subscriptions, and login information.

Company

Managing your Branding, Stripe Account, and Bank Account

How do I remove / delete an old address?If you’ve moved to a new location, it’s a good idea to remove or delete your old address.
How do I remove my old address?
How to Adjust Delivery and In-Store Pickup HoursSet your delivery and pickup hours so clients know when you're available for logistics.
Managing Multiple Store Locations or WarehousesHow to change the address seen on all your documents depending on which is your headquarter
Why is there still a yellow bar across the top of my screen?Here's how you can clear that yellow bar.
How Can I Link My Bank Using My Account and Routing Numbers?Here's how you can link your bank if it does not appear in Plaid's list.
How do I find my Time Zone in Goodshuffle Pro?How to double check your company's time zone settings.
How can I log out on a mobile device?
How to Change the Phone Number on Your ProfileHere’s how to update the phone number associated with your user account.
How can I change the name on my profile?
How Can I Change My Physical and Mailing Address?Here’s how you can change the shipping/payment and/or mailing address associated with your account.
How can I change my company information in my account?Here's how you can change your business or company information in your account.
How can I change the listed account representative for my account?Here's how you can update the account representative for your company.
How can I change the colors to match my brand on my quotes and invoices?Here's how you can customize the brand colors that will show on your quotes and invoices.
How can I change my Time Zone?Here's how you can change the time zone for your login.
Account Taxes

How can I edit or adjust the default tax on my account?Here's how you can change which taxes will automatically apply when creating new items.
How can I delete a Tax Type on my account?Here's how you can delete a Tax Type in your account settings.
How can I update the tax rate for an existing area on my account?Here's how you can quickly update the tax rate for an existing city, county, or state on your account.
What does 'Add Unincorporated Places Tax Rate' mean?Here's what adding an incorporated tax rate will do when editing your tax types.
Setting Up Tax Types With LocationsA step-by-step guide to setting up your tax types and handling different tax rates for different locations
How can I assign taxes to an overridden project?Here's how you can resolve a project with overridden taxes and reconcile your tax report.
How does Goodshuffle Pro calculate taxes?
Does the Payment Summary Include Taxes and Fees?Learn how taxes and processing fees affect what’s shown in your Client Activity report.
How are taxes calculated on projects?Where does the system pull tax totals from? How can I be sure my taxes are calculated correctly?
Tax FAQsFrequently asked Tax Type Questions/Tax Questions.
1099-K Tax Form for Your BusinessOutlines the process to receive your Form 1099-K from our partner, Stripe.com.
Origin vs. Destination Based TaxesWhich states have Origin based or Destination based tax settings
QuickBooks (non-US) integration addendumLearn how to configure tax mapping and inventory settings for QuickBooks Online if you're located outside the U.S.
Why Aren’t My Projects Syncing With QuickBooks – Non-U.S. Vendor?Here are a few things to check if your projects aren’t syncing with QuickBooks Online.
As a Canadian vendor, how can I display my HST, GST, or PST number(s) to my clients?Here's how you can show your clients your Tax Numbers as a Canadian Vendor
How does Goodshuffle Pro know which tax to apply?Here's how Goodshuffle Pro will determine which tax to apply on your projects.
Why is there a different sales tax total for my state and county?This article explains why your Tax Report may show a difference between State/County Sales Tax if a County is missing in your Tax Types.
Where Will My BN/EIN Number Show on My Quotes and Invoices?Here's where your BN/EIN number will appear as a Canadian vendor on your client documents.
Account Settings

Managing your Company Settings

How can I hide Line Item Group Dates on all my Projects?
How to Disable or Re-enable Online SignaturesLearn how to control online signature settings at the account or project level.
How can I disable Online Payments?Here's how you can turn off online payment options for your account.
How Can I Remove PO Numbers From My Projects?Here's how you can disable the option for your clients to add a PO number to their projects.
How to Disable Online PaymentsLearn how to turn off online credit card, ACH, and Buy Now Pay Later options either for your entire account or a single project.
How Can I Disable the ACH/E-Check Payment Option for My Future Projects?Here's how you can disable ACH / E-Check Payments for your upcoming projects
How Can I Turn Off Cash or Check Payments for My Projects?Here's how you can disable Offline Payment Options, so that your clients will be able to pay via Credit Card or ACH.
How Can I Turn Off Photos on My Quotes and Invoices?Learn how you can disable images on your quotes and invoices.
How to Hide Your Headquarters Address on Quotes and InvoicesLearn how to display only a PO Box on your client-facing quotes and invoices.
What Is the IP Exclusion List?Here’s what the IP Exclusion List does and how it affects your activity logs in Goodshuffle Pro.
How Do I Disable Cash Payment Information?Do you want to hide cash or check payment instructions from your contracts? Here's how to do it, step by step.
How to Disable Automatic Payment Reminder EmailsLearn how to turn off payment reminder emails across your entire account or on specific projects.