Updating your personal and business details can all happen directly through the Account Settings page found within general settings.

To access this area, first click your user icon in the upper right of your screen and select Settings from the drop down menu.

The first page you land on here will be your Account Settings page and the first area you'll see is Profile Settings.

In this section, you can update your Email, Password, Name and Title. Don't forget to click 'Update Profile' when you're done in order to save all your changes!

Continue to scroll down the same page in order to update your Company Settings.

In this area, you'll be able to update your Company Name, Company Address, Default Currency and Public Profile Settings. Don't forget to click 'Update Company' when you're done in order to save all your changes!

* Changing info here won't change it on existing proposals, contracts, or invoices. Only those created in the future will be affected.