Admin Panel: Company Info

Admin Panel: Company Info

Overview

The Company Info screen is where you establish the core identity of your business within CustomBooks™. This information is used throughout the system for reporting, tax forms, and official correspondence (such as invoices and purchase orders). Ensuring this data is accurate is critical for professional and compliant operations.


How to Access Company Info

  1. Log in to your CustomBooks™ account.
  2. Navigate to the left-hand menu and click Admin Panel.
  3. Select Company Info from the submenu options.


Configuration Sections

The Company Info page is divided into several sections to organize your business details efficiently.

Company Info

  1. Company Name: Enter the legal name of your business. This name will appear on all internal reports and external documents.
  2. Entity Type: Select your business legal structure (e.g., Sole Proprietorship, LLC, Partnership, C Corporation) from the dropdown menu.
  3. Product or Service-based: Specify the primary nature of your business operations.


Taxation

  1. State Tax ID: Input your state-issued tax identification number if applicable.
  2. Federal Tax ID: Enter your Employer Identification Number (EIN) or other federal tax ID. This field is split into two boxes for standard formatting.


Personal Info

  1. First, Middle, & Last Name: Enter the primary contact person's full name.


Address

  1. Physical Address: Fill in the Address Line 1 and Address Line 2, City, State, ZIP code, and the Country.


Contacts

  1. Phone & Cell: Provide primary contact numbers for the business.
  2. Fax: Enter a fax number if used.
  3. Email: Enter the primary business email address. This email will often be used to send all documents from CustomBooks™.
  4. Website: Input your company's URL (e.g., www.custombooks.com) to have it appear on customer-facing documents.


  1. This section displays your current company logo.
  2. Image Requirements: For the best display on documents and the dashboard, ensure your image dimensions are 167x100 pixels.
  3. Action: Click within the logo box add or change Logo. This logo will brand your invoices, quotes, and statements.

Saving Your Changes

There is no "Save" button on this page. Changes made in the Company Info save automatically. Whenever you modify a field or upload a new logo, a notification popup will appear in the lower-right corner of the application confirming that your changes were successfully saved.



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