Skip to main content

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 hoursLearn to add or edit your company hours and turn on delivery/pickup options
Managing multiple store locations or warehousesHow to change the address seen on all your documents depending on which is your headquarter
How can I make changes to the company information that shows up on the client quotes?Changing information such as company location, name, image, phone number, and email on a client's quote.
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 can I change the phone number on my profile?Here's how you can update the phone number on your account.
How can I change the name on my profile?
How can I reset my Password?Forgot your Password? Here's how you can reset your password for Goodshuffle Pro.
How can I change my physical and mailing address?Here's how you can change the billing/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.
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 & fees?How do I find out what I made after taxes and fees from the 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 AddendumThis article explains the particular differences for non-US customers.
Why aren't my projects synching with QuickBooks - Non US VendorHere's a few things you can try if your projects aren't synching with QBO
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
Account Settings

Managing your Company Settings

How can I hide Line Item Group Dates on all my Projects?
How can I disable online signatures for my account?Here's how you can disable online signatures on your account.
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 can I disable Online Payments?Here's how you can turn off online payment options for your account.
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?Here's how you can disable images on your quotes and invoices.
How can I control how many times my clients receive a Payment Due Notification?Here's how you can control the frequency of your Payment Due Notifications.
How can I disable Payment Reminder emails across my account?Here's how you can turn off the Automatic Payment Reminder emails for your account.
How can I control showing the Sales Lead on my projects moving forward?Here's where you can adjust the visibility of your Sales Lead on all projects moving forward.
How can I turn my Cancellation Policies off account wide?Here's you can turn off your cancellation polices on all your projects moving forward.
How can I hide my Headquarters address on my quotes and invoices?Here's how you can show just a PO Box on your client facing material.