Bizwazi help topic

Profile & Business Settings

Guides for managing your Bizwazi profile, business name, business day cut-off time, password, 2FA, data export, and account closure.

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All Profile & Business Settings articles

24 articles
How the Profile & Business Settings page works Understand what you can manage from the Bizwazi profile page. Featured guide
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How to update your name, business name and email address Change the profile details used across your Bizwazi account. Featured guide
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Why your business name matters in Bizwazi Learn where your business name appears and why it should be correct. Featured guide
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What the business day cut-off time means Understand how Bizwazi decides which trading day a record belongs to. Featured guide
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When should you change your business day cut-off time? Know when changing the cut-off time is useful and when to avoid it.
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How business day cut-off time affects reports and dashboard figures Learn why today, week, month and history figures depend on the cut-off time.
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How opening balances connect to profile settings Understand why opening balances matter after setting your business day rule.
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When should you export your Bizwazi records? Know when a data export is useful for backup, accounting, and account closure.
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How to update your Bizwazi password Change your password from the Profile page.
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Why Bizwazi recommends two-factor authentication Understand why 2FA gives stronger protection for your business account.
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How to set up two-factor authentication in Bizwazi Set up an authenticator app for stronger account security.
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What recovery codes are and why you should save them Learn why recovery codes are important after setting up 2FA.
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How to close your Bizwazi account Understand what happens when you close your Bizwazi account.
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What the 30-day account recovery window means Learn how the recovery period works after account closure.
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Profile settings checklist before using Bizwazi live Check your profile, business name, cut-off time, security, and opening balances before using real data.
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How the Export my data page works Use the Export my data page to download Bizwazi records as a full backup or spreadsheet-ready files.
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What export options are available in Bizwazi? Understand the export choices for data type, format, and date range.
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ZIP backup versus CSV export Choose between a full ZIP backup and CSV files for spreadsheets.
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Why Bizwazi asks for your password before a full export Learn why full data exports require extra password protection.
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How to export records for a selected date range Download Bizwazi records for a specific period instead of all time.
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What is included in a full Bizwazi backup ZIP? Understand what may be included in a full Bizwazi backup file.
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How CSV exports help with Excel, Google Sheets and accountants Use CSV exports for spreadsheet-friendly Bizwazi records.
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Why you should export your data before deleting your account Download a backup before closing or deleting your Bizwazi account.
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Which Bizwazi export should I choose? Choose the right export depending on whether you need backup, spreadsheet review, or account closure.
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