Keep customer documents and defaults separate for each business you run.
1. Business Profiles
Open Business Profiles. Check which profile is marked Current. To add a business, select New Business Profile if your plan allows it.
2. Set your preference
Enter the business details and save. For an existing business, use Edit beside its name.
3. Save and check the result
Use the business selector at the top of the app to switch. Confirm the displayed business name before creating or searching for a document.