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Edit company settings in QuickBooks Online

SOLVEDby QuickBooksQuickBooks Online26Updated June 10, 2022

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 ⚙.
  2. Select Account and settings.
  3. Select a tab.
    Note: If you want to learn what settings you can change, check out the section Settings you can edit below.
  4. Select Edit ✏️ in a section.
  5. Select an item you want to update. Fields will appear when you select an area, and the question mark will tell you what it's for. Make your edits and then select Save.
  6. 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.

Billing & Subscription

The Billing & Subscription tab is where you can find your company ID, update your payment method, upgrade or downgrade your QuickBooks Online subscription, and even resubscribe.

Sales

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.

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.

Payments

The Payments tab is where you can set up online payments. Once connected, you can manage merchant details, business owner info.

Time

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 suppliers see how much you charge clients for their work.

Advanced

This 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.

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