Goodshuffle

Colin Connor

Alison Panza

Jake Scotto

Personalize your account and tailor system settings.

Account Settings

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

Account

Here's where your addresses will show on your client facing material.

Where do my addresses show on my client facing material?

Here's how you can update the email address you use to login.

How can I change my email address?

Build and edit your personal information for your account. Learn to change your password and what to do if you forget your password.

Manage Your Goodshuffle Pro Account Information

Here's how you can choose to display either your DBA or your Legal Business Name for your clients paying by check.

How can I choose what name my checks are paid to?

My Account

If you’ve moved to a new location, it’s a good idea to remove or delete your old address.

How do I remove / delete an old address?

How do I remove my old address?

Learn to add or edit your company hours and turn on delivery/pickup options

How to adjust delivery and in-store pickup hours

How to change the address seen on all your documents depending on which is your headquarter

Managing multiple store locations or warehouses

Changing information such as company location, name, image, phone number, and email on a client's quote.

How can I make changes to the company information that shows up on the client quotes?

Here's how you can clear that yellow bar.

Why is there still a yellow bar across the top of my screen?

Here's how you can link your bank if it does not appear in Plaid's list.

How can I link my bank using my account and routing numbers?

How to double check your company's time zone settings.

How do I find my Time Zone in Goodshuffle Pro?

How can I log out on a mobile device?

Here's how you can update the phone number on your account.

How can I change the phone number on my profile?

How can I change the name on my profile?

Forgot your Password? Here's how you can reset your password for Goodshuffle Pro.

How can I reset my Password?

Here's how you can change the billing/payment and/or mailing address associated with your account.

How can I change my physical and mailing address?

Here's how you can change your business or company information in your account.

How can I change my company information in my account?

Here's how you can update the account representative for your company.

How can I change the listed account representative for my account?

Here's how you can customize the brand colors that will show on your quotes and invoices.

How can I change the colors to match my brand on my quotes and invoices?

Gaby Rico

Managing your Branding, Stripe Account, and Bank Account

Company 

Here's how you can change the default payment policy.

How can I change my default Payment Policy?

Learn how to update your default Terms and Conditions in Goodshuffle Pro.

How can I change my default Terms and Conditions?

How can I add a set of terms to my Receipt of Goods & Services?

Here's how you can delete any un-needed or outdated payment policies from your account.

How can I remove payment policies from my account settings?

Here's how you can remove a payment policy from your account.

How can I delete a payment policy?

Here's how you can 'Bold' sections of your terms, to ensure your client can clearly see them.

How can I highlight important parts of my Terms and Conditions?

Here's how you can add a custom cancellation policy on your account.

How can I add a custom cancellation policy?

Here's how you can customize your payment policy name.

How can I rename my Payment Policy?

Here is how you can create Net Payment Policies in your account.

How can I create a Net Payment Policy from my Account Settings?

Here is how you can create a Net Payment Policy in a project.

How can I create a Net Payment Policy in a project?

Sierra Burton

Company Policies

Here's how you can change which taxes will automatically apply when creating new items.

How can I edit or adjust the default tax on my account?

Here's how you can delete a Tax Type in your account settings.

How can I delete a Tax Type on my account?

Here's how you can quickly update the tax rate for an existing city, county, or state on your account.

How can I update the tax rate for an existing area on my account?

Here's what adding an incorporated tax rate will do when editing your tax types.

What does 'Add Unincorporated Places Tax Rate' mean?

A step-by-step guide to setting up your tax types and handling different tax rates for different locations

Setting Up Tax Types With Locations

Here's how you can resolve a project with overridden taxes and reconcile your tax report.

How can I assign taxes to an overridden project?

How does Goodshuffle Pro calculate taxes?

How do I find out what I made after taxes and fees from the Client Activity report?

Does the payment summary include taxes & fees?

Where does the system pull tax totals from? How can I be sure my taxes are calculated correctly?

How are taxes calculated on projects?

Frequently asked Tax Type Questions/Tax Questions.

Tax FAQs

Outlines the process to receive your Form 1099-K from our partner, Stripe.com

1099-K Tax Form For Your Business

Which states have Origin based or Destination based tax settings

Origin vs. Destination Based Taxes

This article explains the particular differences for non-US customers.

QuickBooks (Non-US) Integration Addendum

Here's a few things you can try if your projects aren't synching with QBO

Why aren't my projects synching with QuickBooks - Non US Vendor

Here's how you can show your clients your Tax Numbers as a Canadian Vendor

As a Canadian vendor, how can I display my HST, GST, or PST number(s) to my clients?

Account Taxes

How can I hide Line Item Group Dates on all my Projects?

Here's how you can disable online signatures on your account.

How can I disable online signatures for my account?

Here's how you can turn off online payment options for your account.

How can I disable Online Payments?

Here's how you can disable the option for your clients to add a PO number to their projects.

How can I remove PO Numbers from my projects?

Here's how you can disable ACH / E-Check Payments for your upcoming projects

How can I disable the ACH / E-Check Payment option for my future 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 cash or check payments for my projects?

Here's how you can disable images on your quotes and invoices.

How can I turn off photos on my quotes and invoices?

Here's how you can control the frequency of your Payment Due Notifications.

How can I control how many times my clients receive a Payment Due Notification?

Here's how you can turn off the Automatic Payment Reminder emails for your account.

How can I disable Payment Reminder emails across my account?

Here's where you can adjust the visibility of your Sales Lead on all projects moving forward.

How can I control showing the Sales Lead on my projects moving forward?

Here's you can turn off your cancellation polices on all your projects moving forward.

How can I turn my Cancellation Policies off account wide?

Here's how you can show just a PO Box on your client facing material.

How can I hide my Headquarters address on my quotes and invoices?

Araceli Castillo

Here's a breakdown of all the different user types and their permissions in Goodshuffle Pro.

What are the different user types in Goodshuffle Pro?

Here's a summary of all of the privileges a Read-Only User will have on your account

What can Read-Only Users do in Goodshuffle Pro?

Here's a comprehensive breakdown of what the Account Owners, Admins, Full Users, and Limited Users can do on Goodshuffle Pro.

What's the difference between a Full User and a Limited User?

Here is more information about the user permissions for Account Owners, Admins, Full Users, Limited Users, and Read-Only Users.

What is the difference between user types in Goodshuffle Pro?

Account User permissions

Create a custom design with text, images, and links

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