Edit company settings in QuickBooks Online

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

1. Go to Settings and select Account and settings.
2. Select a tab.
   Note: To learn what settings you can change, check out the section Settings you can edit, below.
3. Select Edit ✏️ in a section.
4. 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.
5. 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 Business Number (BN). For more information, see Update company info in QuickBooks Online page. You can also adjust your Intuit marketing preferences here.

Usage

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.

Payments

Manage the online payments you accept and your business owner info in the Payments tab.

Sales

The Sales tab is where you customize sales forms, set payment terms, and choose what info shows up on your customers' forms. You can also turn on features like progress invoicing and automatic reminders.

Expenses

The Expenses tab is where you can turn on billable expenses and purchase orders, and customize your email messages sent out with purchase orders.

Time

The Time tab is where you can set the first day of the work week, track services your team performs for a client, and choose whether employees and suppliers see how much you charge clients for their work.

Advanced

The Advanced tab is where you can enable advanced features in QuickBooks. Not features all are turned 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 turn on that feature here as well.