Set up your business information

Your business information (name, email, address, time zone) feeds your invoices, reports and emails. It’s the first thing to fill in inside InnoBooks. Here’s how to enter it and keep it up to date in just a few minutes.

What you’ll need #

• An InnoBooks account with permission to access business settings (an Admin role or equivalent).
• Your official business details: legal name, business email, phone and address.
• Your company logo if you want to display it (optional).

Steps #

1. Open the Basic Information page

   From the menu, open the Settings page, then click the Basic Information card (“Add or edit basic Information about your business”). The setup page opens.

   

2. Enter the name, email and phone

   Fill in the Business Name field (required), then the Email Business (required) and the Phone Number. These are the details that will appear on your documents.

3. Fill in the country and address

   Select the Country (required), then complete Address Line 1, Address Line 2, Town/City, State/Province and Postal Code. For Quebec, set “Canada” as the country and “Quebec” as the province.

4. Choose your regional preferences

   Set the Start Week On field, the language (Language), the Timezone (required) and the Date Format. These control how dates and reports are displayed. For Quebec, pick the Eastern Timezone.

5. Save

   Click Save at the bottom of the form. Your information is stored and will be reused automatically on your invoices and reports.

6. Add a logo and a note (Optional)

   At the top of the form, click the image area to upload your company logo. You can also add free text in the Note field. Click Save again to keep these additions.

Tips & edge cases #

• The Business Name, Email Business, Country and Timezone are required: the Save button stays clickable, but clicking it while a required field is empty highlights the errors without completing the save.
• The Phone Number must be 10 digits (digits only), in the Canadian format.
• The Date Format and Start Week On fields affect how dates appear in reports and dashboard widgets.
• Your tax rates (GST 5% and QST 9.975%) are not configured here: they are managed in the Tax Management page in settings.

Frequently asked questions #

Where do I find my business information in InnoBooks? #

Open the Settings page, then click the Basic Information card. There you’ll find the Business Name, Email Business, address and regional preferences.

Which fields are required? #

The Business Name, Email Business, Country and Timezone are required. As long as one of them is empty, InnoBooks shows an error message and the Save button won’t complete the save.

Can I add my company logo? #

Yes. At the top of the Basic Information form, click the image area to upload your logo, then click Save.

Related articles #

• Set your financial preferences
• Set up your taxes (GST and QST)