Learn how to change settings and turn on features.
Personalize QuickBooks Online to work the way you want it to. Here's how to change your settings and turn features on and off.
Change settings
- Go to Settings
. - Select Account and settings.
- Select a tab.
Note: To learn what settings you can change, check out the section Settings you can edit, below. - Select Edit ✏️ in a section.
- Select an item you want to update. Fields appear when you select an area, and the question marks tell you what each area is for. Make your edits, then select Save.
- Select Done to close your settings.
Settings you can edit
Here's a quick overview of the settings and features you can adjust.
Company
The Company tab is where you can view and edit your company name, address, contact info, or Employer Identification Number (EIN). You can also adjust your Intuit marketing preferences.
To watch more how-to videos, visit our video section.
The Usage tab is where you can monitor how many billable users, accounts, and tag groups you have in your company. Learn more about usage limits. The Sales tab is where you can customize your sales forms, set payment terms, and decide what info shows up on forms for customers. This is also where you turn on features like progress invoicing and automatic reminders. To watch more how-to videos, visit our video section. The Expenses tab is where you can turn on billable expenses and purchase orders, and customize your email messages sent out with purchase orders. To watch more how-to videos, visit our video section. The Payments tab is where you can set up online payments, or connect an existing QuickBooks Payments account to QuickBooks Online. Once connected, you can manage merchant details, business owner info, and tell QuickBooks where to automatically record deposits. To watch more how-to videos, visit our video section. The Time tab is where you can set the first day of the work week, track services your team performed when working for a client, and decide whether employees and vendors see how much you charge clients for their work. The Advanced tab is where you turn on advanced features in QuickBooks. Not all are on by default. For example, you can turn on categories to track products and services a certain way. This is also where you set the beginning and end of your business's fiscal year. If your company deals with multiple currencies, you can also turn on that feature here. To watch more how-to videos, visit our video section.Usage
Sales
Expenses
Payments
Time
Advanced