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Account Settings

Company Information

Company Information holds your organization’s identity, the billing addresses printed on your documents, and the account reset tool that clears all of your data. It is where you set the name, registration number, timezone and decimal display that Qoblex uses everywhere, keep your billing addresses current, and, if you ever need to, start over with an empty account.

This article covers opening Company Information, updating your general settings and billing locations, and what actually happens when you reset your account, including billing side effects that are easy to miss: a reset ends your Shopify billing automatically, but never your card billing.


Open Company Information

Open Account, then select the Company Information tile. Its description reads Set your organization details, timezone and decimal display, and the billing addresses used on invoices — so your paperwork is correct and your reports match your working day.

The page has three cards, top to bottom: General settings, Billing locations, and Reset your account.

General settings

The General settings card manages the identity fields stored on your company record.

Field What it controls
Organization name Your company or organization name, shown throughout Qoblex.
Registration number Your organization’s registration identifier.
Timezone The timezone Qoblex uses to timestamp activity and schedule reports across the system.
Decimal display How many decimal places Qoblex shows for prices throughout the system.

Under Decimal display, a small badge previews the effect live as you type. For example, changing it from 2 to 0 flips the preview from 1,234.57 to 1,235.

Save stays disabled until you change a field, and disables again once the save completes. There is no separate confirmation message; a successful save simply clears the unsaved-changes state.

Billing locations

The Billing locations card lists the address records used for invoicing and financial reporting, described as Addresses used for invoicing and financial reporting. These are separate from your warehouse locations: a billing location is an address record only and cannot hold inventory.

If you have none yet, the card reads No billing locations yet. Add one to get started.

Add a billing location

  1. Select Add billing location.
  2. In the Add location dialog, enter a Location name.
  3. Under Location address, enter the address fields you have: Line one, Line two, City, Zip code, State, Country, Mobile, Landline.
  4. Select Save.

The dialog shows an info note above the form: This location cannot hold inventory.

Edit or delete a billing location

Select the pencil icon on the location’s row to reopen the same dialog pre-filled, titled Edit location, make your changes, and select Save.

To delete, select the trash icon on the row (or Delete inside the edit dialog). Qoblex asks you to confirm:

You are about to delete location [name]? Deleting a location is irreversible and cannot be undone.

It also shows a note:

This operation will remove the location including its inventory (stock quantities & allocations). Your might want to consider creating a stock transfer to move inventory levels to another location before you proceed with the deletion.

Reset your account

The Reset your account card is described as Reset your account to its original state, as if you were starting fresh. This process will erase all your data within our platform.

Who can reset an account

Resetting an account requires the Reset Account permission on the Account Settings resource. Without it, the card instead shows You don’t have permission to reset the account with the explanation:

This action requires account-reset permissions. Contact a team member who has been granted this access to proceed.

It also shows a Learn more in the Help Center link that opens in a new tab.

Start a reset

  1. Select Reset account. Qoblex opens the Clear account dialog, described as This action will reset your account and will delete all data stored within the system. Your online store(s) won’t be affected.
  2. Type RESET ACCOUNT in the box below to confirm.
  3. Select Yes, clear account. The button stays disabled until your text matches exactly.

Selecting Cancel (or closing the dialog) before you confirm discards what you typed and does not start anything.

What happens while it runs

Qoblex does not reset your account inline. It queues a background job, and the dialog polls its status every five seconds. While it runs, the dialog shows a progress bar and a description of the current step. Qoblex works through removal in a fixed order: disabling your integrations, then reporting and analytics data, batch information, inventory ledger data, batch traceability and assignments, orders, adjustments and transfers, products, contacts, taxes and custom views, and activity feed, before finally removing the integrations themselves. If nothing more specific has come back yet, it shows Account reset in progress…

You can leave the dialog open and watch it, but you cannot close it or cancel while it is running.

  • On success, the dialog turns green and shows Your account has been reset successfully. Select Close, then refresh the page to see the reset account.
  • If Qoblex could not start the reset, the dialog stays as it was and an error notification appears instead.

Once the dialog reports success, refresh the page and look at your account. If your data is still there, the reset did not finish. Contact support rather than running it again.

The confirmation dialog’s own text says Your online store(s) won’t be affected. That refers only to the data inside the store: its products, orders and customers, which Qoblex does not touch. It does not cover the connection itself, or your billing, both of which the reset can change:

What Qoblex does automatically

  • Saving General settings updates your company record immediately, and the change applies to screens as they load.
  • A new billing location is available as soon as it is saved, wherever Qoblex uses your billing addresses (for example, on invoices).
  • A reset you start from this page always runs as a real, full reset.
  • If you have a Shopify store connected, the reset uninstalls the Qoblex app from it and removes the integration, so the store has to be reconnected and re-mapped afterwards.
  • If the reset uninstalls a Shopify integration that was still an active paying subscription, the Shopify subscription is cancelled and the users on the account are emailed about it, as described above.
  • If your subscription is billed by card instead, the reset does not cancel it: it keeps renewing and charging until you cancel it yourself from Plan & Billing.

Troubleshooting

Save does nothing on General settings
Save is disabled until you change a field. If you already changed something and Save still will not go through, check that Organization name is not blank: an empty name is rejected on save.
A billing location will not delete
Qoblex blocks the delete when the location is still referenced elsewhere and names what to fix, for example an external-store mapping or an integration’s default location. Resolve that first, then delete the location again.
Reset account button is disabled
The confirm button only enables once the text you typed matches RESET ACCOUNT exactly, including capitalization and the space between the two words.
The Reset your account card shows a permission message instead of the reset button
You need the Reset Account permission on the Account Settings resource. Ask a teammate who has it to run the reset, or to grant you the permission first.
My data is still there after the reset
Refresh the page first, then check the affected areas. If your orders, products or contacts are still present, the reset did not complete. Do not run it again. Contact support with your organization name and roughly when you started the reset, and they can check what happened and finish it.
We were billed through Shopify and got a subscription-cancelled email after a reset
This is expected. Resetting an account that pays through Shopify ends that Shopify subscription and emails everyone on the account, as part of disabling your integrations during the reset. Reactivate the subscription from the Upgrade / Downgrade page if you want to keep using Qoblex. See Upgrading, downgrading and payment results.
We pay by card and were still charged after resetting our account
This is expected, and easy to miss: only a Shopify-billed subscription is cancelled by a reset, and only as a side effect of the Shopify integration being uninstalled. A subscription billed directly by card is untouched by the reset and keeps renewing. Cancel it yourself from Plan & Billing if you no longer want to be charged. See Cancel your subscription.

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