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Account Settings

Everything you need to get set up on Rounded desktop

2 authors37 articles

How do I subscribe to a Rounded plan?Keep your accounting tools working: Simple steps to subscribe
What's on the dashboard?A look at the Rounded dashboard
Where do I manage my account?An overview of account settings
How to change or reset your Rounded passwordUpdate or Reset Your Rounded Password
Updating credit card informationUpdate your payment details in a few quick steps
Upgrading or Changing Your Rounded SubscriptionSimple Steps to Change Your Rounded Plan
Update subscription plans from yearly to a monthly planSwitch from Annual to Monthly subscription plan
Setting up the quantity typesSet up your invoice and quote quantity types (hours, units, items)
Changing the Rounded account emailSimple Steps to Update Your Rounded Account Email
Setting the Rounded ThemeQuickly switch between Light, Dark, or automatic theme settings
Setting up Income or Profit Goals on the DashboardSet your Income or Profit Goal (Dashboard)
Adding Quarterly PAYG contributionHow to add quarterly PAYG contributions
Changing payment termsHow to change payment terms
Add/change your payment detailsHow to Update Payment Details on Your Invoices
Billing history and receipts for Rounded subscription paymentsHow to View and Download Your Rounded Subscription Receipts
Setting up the email signatureSet up your email signature in Rounded
Smart NotificationsTurn your Rounded email alerts on or off (smart notifications)
How to cancel your Rounded subscriptionSimple Steps to Cancel Your Rounded Subscription
How to permanently delete a Rounded account and all associated dataHow to permanently delete your Rounded account (and your data)
Getting Started GuideEverything you need to get that first invoice out!
Transferring data from WaveYour Quick Guide to Moving Your Wave Data to Rounded
Sending Invoices and Quotes Using Your Personal MS Outlook EmailHow to send invoices using your MS Outlook email

What’s on the dashboard? [Mobile]A look at Rounded's mobile app dashboard
How to subscribe to a plan [Mobile]Choosing a subscription plan on a mobile browser
Manage your account settings [Mobile]Managing account settings on the mobile app
Changing Rounded account email [Mobile]How to change your Rounded account email/username on the mobile app
Updating credit card information [Mobile]How to update your credit card information via the mobile app
How to update my subscription/plan [Mobile]How to change your Rounded subscription plan on a mobile browser
Manage business details [Mobile]Edit your business details on the mobile app
Changing payment terms [Mobile]How to change payment terms on the mobile app
Change/reset your Rounded password [Mobile]Changing your Rounded password on the mobile app
Display only your business name in invoices/quotes [Mobile]Displaying your business name in invoices/quotes on the mobile app
Billing history and receipts for Rounded subscription payments [Mobile]Where to find billing history and receipts for Rounded subscription payments on a mobile browser
Update subscription plans from yearly to monthly plan [Mobile]Change to a monthly plan from an annual plan on a mobile browser
Smart Notifications [Mobile]How to set notifications received from Rounded on the mobile app
How to cancel your Rounded subscription [Mobile]Cancelling your Rounded subscription via mobile browser
How to verify a Rounded account created using an iOS or Android mobile device [Mobile]Verify your Rounded account created using an iOS or Android mobile device