Update your Company Profile

You can update your business' account information at anytime from the Company Profile page.

Please note: If you are in the process of completing your application, you can update this information directly in the application.

  • In your Green Check account, navigate to Company Profile.
  • Here you'll find several different sections, or tabs. These include General, OperationalDocumentsTransportation and Integrations.

General

From the General tab, you can update your contact information, business details and business address.

To edit the information in any section:

  • Click a tab to edit that section.
  • Click the pencil icon then click the field you want to update.
  • After you update the desired fields, click Save.

Operational

From the Operational tab, you can update your employee, customer, and financial information as well as your hours of operation.

To edit the information in any section:

  • Click a tab to edit that section.
  • Click the pencil icon then click the field you want to update.
  • After you update the desired fields, click Save.

Please note: In the Hours of Operation card, if a day is highlighted in green, that means that your business is open on that day and you can edit the hours of operation. If the day is whited-out, that means your business is closed on that day.

Documents

From the Documents tab, you can upload new documents or add a comment to any requirement.

Read more about upload new documents.

Transportation

From the Transportation tab, you can view all of your Method of Transportation options. The information here determines the options that are displayed for the Method of Transportation field when recording a deposit

If you want to set a user or service provider as the default Method of Transportation, click on the star ⭐️icon next to the user or service provider. To remove them as the default, click the star ⭐️ icon again.

Integration

From the Integrations tab, you can manage your integrations with other software systems you use.

Read more about our current integrations and how to connect them.