Team Settings
Team settings let you configure your workspace preferences. Access them by clicking Team in the sidebar (visible to team owners only).
Team name
Update your team's display name. This is used throughout the application and can be changed at any time.
Date format
Choose how dates appear in your generated documents. Available formats include:
| Format | Example |
|---|---|
| MM/DD/YYYY | 03/22/2026 |
| DD/MM/YYYY | 22/03/2026 |
| YYYY-MM-DD | 2026-03-22 |
| Month DD, YYYY | March 22, 2026 |
| DD Month YYYY | 22 March 2026 |
| Mon DD, YYYY | Mar 22, 2026 |
| DD Mon YYYY | 22 Mar 2026 |
This setting applies to all date fields across every document generated by your team, including dates shown on entity detail pages.
Tax ID
Your company's tax number, like a TIN or VAT number. QuickBooks doesn't share it with apps, so you enter it here once.
It prints wherever a template uses ${COMPANY_TAX_ID}, on documents and in file names. Leave it blank if you don't need it.
Quantity decimal places
Choose whether line item quantities on your generated documents show decimal places.
| Setting | Example |
|---|---|
| Always show two | 13,000.00, 2.50 |
| Only when there is a fraction | 13,000, 2.5 |
Only when there is a fraction writes whole numbers without decimal places and shows up to two decimal places when a quantity has a fraction. Teams created before this setting was added start on Always show two, so their documents stay as they were. New teams start on Only when there is a fraction.
Time zone
Choose the time zone your team works in. Scheduled runs use it to decide when to start, so a run set for 9:00 AM starts at 9:00 AM where you are.
Dates and times shown on screen always appear in your own time zone, whichever one the team is set to.
Branding
The Branding section controls how designed templates look. See Designed Templates for how these are used.
- Logo — PNG or JPEG, up to 2 MB. Designed templates place it in their header.
- Accent color — the color designed templates use for headings and highlights.
- Page size — Letter or A4, applied to every designed template. It's set from your QuickBooks company's country when you first connect: Letter in the US, Canada, Mexico and a few other countries, and A4 everywhere else.
If Missing Toolkit: Templates found a logo on your company website, it appears here under Found on your website — accept it with one click, or decline it.
Integrations
The Integrations tab shows all available data source connections. From here you can:
- Connect a new data source (e.g., QuickBooks Online)
- Browse Data on a connected source to view its entities
- Disconnect a data source (your templates and mappings are preserved)
Even data sources you haven't connected yet are listed, so you can see what's available.