Update Your Company Information

It’s important that your company information is correct, as it prints on various reports. Check and update this information in the Manage Client Info window.

  1. Click the Administration menu and select Manage Client Information. The Manage Client Info window opens.

    manage company info.png

  2. Confirm that the displayed information is correct. If you have a Vendor # and/or a State Assigned #, they should also be present in this window.
  3. If you made any changes, click Save.