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Change your workspace settings in QuickBooks Practice Manager

by Intuit Updated 10 months ago

In this article, we'll show you how to change your workspace settings in Practice Manager.

Note: Only team members set up as workspace admins can make changes.

  1. Go to Settings
  2. Select the Workspace settings tab. 
  3. Enter your company name and upload a logo if you have one. 
  4. Using the dropdown, set your country and timezone. 
  5. Select the time of day that automated emails will be sent to your clients.
    You choose between 4 to 9 am, and automated emails will be sent according to the timezone set in step 5.
  6. You can also turn off automated emails for the whole workspace. This stops automated emails from being sent to everyone for every client and task. This doesn't change anything in your workspace, except that automated emails won't be sent automatically.
  7. If you have a shared inbox, you can choose the email account you want to use.
  8. If you want automatic and manual emails to come from the shared inbox, turn this option on.
  9. If you need two-factor authentication for team members to access their accounts, switch this on. You can also change this at an individual level in the My account tab in Settings.
  10. Select Save to update your workspace settings.

Tip: Save the QuickBooks Practice Manager resource page to your bookmarks for easy access to helpful articles and step-by-step instructions.

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