Settings

  • When a calendar year comes to an end, there are a few steps you can take to make sure your Quaderno account is ready for the next year to begin. 1. Review your invoice number sequence – In your Quaderno account, you can choose whether your invoice number sequence resets at the beginning of each […]

  • On the Integrations page, you’ll find all of the integrations you’ve currently connected to Quaderno. Select the integration you want to connect to your Quaderno account and follow the instructions. For all the information on getting started with an integration, check out our integration support documentation.

  • In Settings > Preferences, you can configure your account and document preferences. In this article, you’ll find an explanation of each option so you can decide how you’d like to set up your account. Taxes Default tax class: Select your default tax class based on the products you sell. Digital products (eService) – This tax class […]

  • In Settings > Business data you can add basic information about your business. This information will appear on all of your invoices, credit notes, and receipts.  Any changes made in this section will apply on all of your invoices, credit notes, and receipts. If you’re going to change your legal entity status or if you’d like to change […]

  • Login and go to Invoices. Filter or otherwise find the one you’d like to edit. Click on the invoice and you’ll see a nice representation of the final invoice that is ready to be sent/was sent to your customer. Click on the “…” dropdown at the top right of the invoice, and select Edit. The next […]

  • If you’re changing your legal entity – from sole trader to company or one company to another – just follow the steps below to ensure a smooth transition for your invoicing and tax calculation. Each Quaderno account can only be associated with one legal entity. If you need to update any of your legal entity […]

  • To invite another person to help administer your Quaderno account (e.g. an accountant or business partner), login to Quaderno and go to Settings > Users. Hit the Send an invitation button and you’ll be taken to a screen where you can specify the email address of the person you’d like to invite, and specify the […]

  • Once logged in, click on your photo icon in the top right menu. Select Profile, and you’ll see a few fields displayed. Edit your email address in the Work email field, ensure you’ve entered the correct password in the Current password box, and hit Save changes to update our records.

  • Log in and head to  Settings > Preferences On that screen you will see the option to change your default currency. Change the selected option in the dropdown and click the Save changes button to finalise your choice. All future transactions we receive that don’t already have a currency set, we’ll mark as being in your […]

  • Quaderno supports all currencies! You can change your default currency by logging in and heading to Settings > Preferences. You can also change invoice currency on a case-by-case basis either when creating or editing an invoice.