The Account Settings page is where you can edit and update all of your account’s contact information. On the Account Settings page under Organization Info you can edit your Organization's Name, Address, Phone Number, Fax Number, Email, Website, industry and logo. You can also add your organization's Tax ID and select which month your fiscal year ends.



Under the Options you are able to enter in what email addresses should be sent any Billing Notifications or Credit Card Statements. You can also update the setting for Recognition Name Format and the inclusion of Soft Credits in calculated fields. There are also some Quickbooks export settings that can be updated. Finally you are able to remove "First Name" as one of the fields used to determine if new information submitted through a form matches an existing constituent's record. With First Name turned off only Email and Last Name or Address Street and Last Name need to match.