10. Settings & Your Account
This section covers Team-level settings (managed by Admins) and personal account settings (everyone).
10.1 Team Settings 👤 Admin
Open from the sidebar, or go to /a/<team-slug>/qbo/settings/. The page is organized into
cards:
| Section | What you control |
|---|---|
| Business Profile | The company's basic profile details used across reports. |
| KPI Overrides (Workforce) | Manually set workforce figures (e.g., headcount) so per-employee KPIs are accurate. Also at /qbo/settings/workforce/. |
| API Usage | A view of your QuickBooks API usage. |
| Report Theme | Choose the visual cover style applied to all PDF reports your Team downloads. Thumbnails preview each style; your reports always use your real QuickBooks numbers. |
| Forecast House Default | The default statistical forecasting method used when no per-forecast override is chosen. Members see this default applied. |
| Data Export API | Generate and revoke read-only API tokens (see Data Export API). |
Module access is also managed at the Team level (/qbo/settings/modules/) — this determines
which modules appear unlocked in the sidebar, according to your subscription.
10.2 QuickBooks connection 👤 Admin
Open Settings → QBO Connection (/a/<team-slug>/qbo/status/):
- See the connection status and connected company.
- Refresh Internal Data — re-sync the internal reporting tables on demand.
- Refresh the connection token, or refresh the vendor cache.
- Disconnect the QuickBooks company. After disconnecting you can connect a different company to this Team.
Disconnecting & your data. When a Team disconnects from QuickBooks, the data OML synced for that company is purged after a retention window in line with the privacy policy. If you only need to switch companies, disconnect and immediately reconnect the new one.
10.3 Subscription 👤 Admin
Open Settings → Subscription (/a/<team-slug>/subscription/):
- See your current plan and which modules it unlocks.
-
Upgrade to add modules such as Tax Planning, Budgets, Consolidation, or Advanced Forecasting.
-
Trials show a countdown banner in the sidebar; subscribe before a trial ends to keep access.
10.4 Invite & manage clients 👤 Admin
Open Settings → Invite Client (/a/<team-slug>/qbo/invite-client/):
- Invite a client by email (read-only Member access to that Team only).
- See pending invitations and current members.
See Getting Started for the full invite walkthrough.
10.5 My Account (everyone)
Under My Account in the sidebar:
- Profile (
/users/profile/) — your name and personal account details. - Change Password — update your password (shown when your account uses a password login).
- Support — opens the contact page to reach the team.
- Sign out — from the account widget at the bottom of the sidebar.
10.6 Alert thresholds 👤 Admin
Tune when alerts fire for a Team at /a/<team-slug>/alerts/settings/:
-
Set the thresholds that trigger each rule (e.g., minimum cash runway, receivables aging limits, margin floors).
-
Members see the resulting alerts but can't change the thresholds.
10.7 Admin-only platform tools 🛡️ Superuser
Internal operators see an extra Admin section: Project Dashboard, Impersonate a User, and Platform Analytics (All Users, All Teams/Clients, API Usage, Full Admin). These are not visible to accountants or clients.