Update your profile

Your profile holds the details that appear at the top of your invoices.

Edit it

1. Open Profile (account menu on phones, sidebar on a computer).
2. On the Personal Information tab (Personal on phones), tap Edit Profile.
3. Change your First Name, Last Name, Company Name, Phone, Street Address, City, State, or ZIP Code.
4. Tap Save Changes.

On this screen, the street address, city, and state are required, and a name or company name is needed. Phone numbers use the (555) 123-4567 format, and ZIP codes are 12345 or 12345-6789.

Your email address is shown but can't be changed here — use Change Email in the Account Security card. See Change your email or password.

The other tabs

• Banking Information (Banking on phones) — payment details for the optional payment info sheet. See Payment details and the payment info sheet.
• Documents — your W-9 and W-4. See W-9 and W-4 documents.

Further down the Personal Information tab you'll also find AI Receipt Reading (turn AI on or off — see How AI reads your receipts), your Subscription, and the Danger Zone for deleting your account.