Account Settings
Everything you need to get set up on Rounded desktop
By Oliver and 1 other2 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 termsManaging 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
- How can I manage multiple businesses within one Rounded account?
- Rounded's referral programSharing is caring: How the Rounded Referral Program works
- What’s on the dashboard? [Mobile]A look at Rounded's mobile app dashboard
- How to subscribe to a plan [Mobile]Start your subscription using a mobile browser
- Changing Rounded account email [Mobile]A quick guide to updating your email address on the mobile app
- Updating credit card information [Mobile]Update your card on a mobile browser
- How to update your subscription [Mobile]A simple guide to changing your Rounded plan on a mobile browser
- Changing payment terms [Mobile]A quick guide to updating when your invoices are due on the mobile app
- Change or reset your Rounded password [Mobile]A simple guide to updating your 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]View and download your Rounded payment receipts from your phone
- Update subscription plans from yearly to monthly plan [Mobile]Switch to a monthly plan in a few quick steps 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]Cancel your plan using your mobile browser
- Verify your Rounded account created on your mobile deviceHow to verify your Rounded account on mobile