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Get started and adjust settings after you sign up for QuickBooks Online

SOLVEDby QuickBooks730Updated 1 month ago

Welcome to QuickBooks Online! When you first sign in to your QuickBooks Online account, you'll be directed to the homepage dashboard. Your dashboard displays an overview of your company, giving you a quick business update (like the status of your income and expenses, your bank accounts, and more).

In this article, you'll learn how to:

Note: If you're a new user, your dashboard won't have any data. But once you enter transactions, the dashboard updates, displaying a real-time overview of your company finances.

Get to know your Home Dashboard

The QuickBooks dashboard includes four different tabs: Get things done (Take me there), Business overview, Cash flow (Take me there), and Planner (Take me there). These tabs focus on your main reasons for using QuickBooks Online to help speed up the work. We’ve sorted critical actions such as set up, get things done, and explore how my business is doing, into different pages to help minimize information overload and make set up a breeze.

Get things done

Create an invoice, review banking transactions or record a bill on the fly with the Get things done (Take me there) tab. This tab allows you to quickly set up customers, review banking and expenses, and check on your payroll health.

Business overview

Truly own your small or medium sized business and gain massive insights at a glance with Business overview. With this tab you can track Cash Flow, your business’ profitability with profit and loss, expenses, invoices and sales widgets, and see all your connected bank account balances in one place.

Highlight what information is most important to you by customizing your view. In Business overview, select Customize. Select and drag widgets to reorder them, or select and drag the sides to resize some.

Note: The dashboard view may vary from one company user to another. QuickBooks Online determines what information it displays by each user’s access rights.

Set up your company

There are two ways to start your QuickBooks setup:

Option 1: Go through the list of company settings and set them at once

  1. Open Account and Settings.
  2. Navigate using the sections on the left menu and edit as necessary.

Check out these videos for more details on how to set up sales, expense, and advanced settings:

How to set up Sales settings

How to set up Expense settings

How to set up Advanced settings

Option 2: Configure settings as you work

When it's your first time creating a report, a setup interview window will open for you. Each setup interview has simple, straightforward questions about what you’re looking to do and how you’re planning to use the function you're using at that time.

When you answer these questions, you automatically configure your settings. You can answer some or all of the interview questions right away, or you can select Cancel. If you cancel, the next time you sign in to QuickBooks and create a report, the setup interview opens at the point where you left off.

If you want to change a setting, you can always open Account and Settings.

Manage users and their access

Users include the primary administrator and any other users the administrator has added. These users count toward your current user limit.

You must be a Primary Administrator or a Company Administrator to add, delete, or change a user's access. To manage users, open Manage Users.

Check out this video for more info on how to add users and manage their settings:

How to add and manage users

Edit contact and sign-in information

QuickBooks Online allows you to change your own name, address, phone number, email address, and user ID. If you have the appropriate access, you can change another user's name, email address, and access rights.

To change your own contact and sign-in information:

  1. Open Company, then select Edit ✏️ in Contact info.
  2. Edit the information as necessary.
  3. Select Done.

To change contact and sign-in information for another user:

  1. Open Manage users.
  2. Select the user that you want to change then Edit.
  3. Update the information as necessary.
  4. Select Save.
Note: You must have the appropriate permissions to change another user’s information.

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