I would like to know more about your concern, jconka.

Which specific settings are you trying to set up?. Is it on your company profile? or on your customer?. If so, here's how:

For your Company Profile:

1. Click the Gear icon.
2. Under Your Company, select Account and Settings.
3. Go to the Company tab.
4. Click the Pencil (edit) icon on the section you want to modify.
5. Then, Done.

To set up customer profile:

1. Click Sales, then go to the Customers tab.
2. Select New customer.
3. Enter your customer's personal information.
4. Click Save.

Let me know if any of these answers your concern. I'll keep an eye for your response. Have a good day!