How To Find and Manage Your Business Information
What you need to know:
Keeping your business information as up to date as possible is important when managing your operation. Accurate business details help make sure your invoices, statements, and other records show the correct name, address, contact information, and fiscal year details. Keeping this information current can also help prevent errors when sharing documents with customers or submitting records electronically to CRA. Adding a logo to your documents helps keep your invoices and receipts looking professional.
What you need to do:
Have the following information handy if applicable:
Copy of your Logo in PNG or JPG format.
Your fiscal year end date.
How to (Step by Step):
The Details tab includes your logo, business details, contact information, and AgExpert Field access which can be added or updated at any time.
Click the person icon and select Business information. The Details tab is the default tab.
Click Add logo and browse your computer for a PNG or JPG file to use.
Note: This logo will show on the top of your invoices and statements to customers.
Update your Legal business name.
Update your Display name.
Update your Province of operation using the drop-down menu.
Click Reset Accounting to start your current business over.
Note: This will erase all data in the business, so be careful with this feature. We cannot recover it!
Update the Year end date if you need to shorten your fiscal year.
Select Delete 2025 fiscal year if added in error.
Note: This can only be done if nothing has yet been entered into the new year.
Select the AgExpert Field toggle to access AgExpert Field with your current business.
Update all contact information: First name, Last name, Address, City, Province (using drop-down menu), Postal code, Phone, Mobile, Fax, Email, and Website.
Tip: You will need the contact information populated if submitting records electronically to CRA.
Click Save when done making any changes.
Still have questions? Contact support
Contact us at 1-800-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the Question Mark Icon in the top right of AgExpert Accounting at any time.