How to setup your WidenPay Company Settings

How to setup your WidenPay Company Settings

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In this tutorial, we will guide you through configuring your company settings in your WidenPay account, including your company name and logo.

 

Let’s begin! 

1. Go to the WidenPay website: https://widenpay.com/

2. On the login screen, click on "Sign in with Intuit" [see fig 1.0].

  [fig 1.0]

A screenshot of a log in page

AI-generated content may be incorrect.

3. You will be redirected to the QuickBooks login screen. Sign into your QuickBooks account as usual. You can use your Gmail account or another account by entering your Email or User ID and Password. Once completed, click on the "Sign in" button [see fig 1.1].

 

[fig 1.1]















4. Once logged in, go to the top-right corner of the menu bar, click on the drop-down menu next to your name, and select "Edit Company Settings" [see fig 1.2].

[fig 1.2]


5. On the "Company Settings" screen, fill out the following fields [see fig 1.3]:

[fig 1.3]

  1. Company Name: The company name that will be displayed on invoices.
  2. Preferred language
  3. Subdomain: Preconfigured field. No input required.
  4. Company Logo: The logo that will be displayed on invoices.
  5. English & French URLs: The links that will appear in client emails, allowing them to view and pay their invoices. See the article “How to Configure Your Link Payment in Your WidenPay Account.”
  6. Company Time Zone

Once done, click the button    



Related articles:

  1. How to Configure Your WidenPay Account Settings
  2. How to Configure Your WidenPay Payment Settings