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Level 1

Where do I find the Gear Icon?

 
16 Comments
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QuickBooks Team

Where do I find the Gear Icon?

Hi Mary, 

 

The Gear icon is used to access a ton of features in your QuickBooks Online account. I'd be happy to direct you to where you can find it. 

 

When you login to QuickBooks Online, the Gear icon is located at the top right-hand corner of the page. Some people describe it as a wheel. It's located between the Create (+) menu, and the Help (?) button.

 

Let me know if you're still having trouble finding it and I'll do my best to direct you further. 

 

Have a great day!

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Level 1

Where do I find the Gear Icon?

cannot find gear icon, using desktop version

 

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QuickBooks Team

Where do I find the Gear Icon?

Hi estherlee. The Gear icon is a tool used in QuickBooks Online, not the Desktop version. Is there something in QuickBooks Desktop you're trying to locate?

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Level 1

Where do I find the Gear Icon?

Hello

I use to have my gear icon at the top and now it is gone.  Do you know how I can get it back?

 

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QuickBooks Team

Where do I find the Gear Icon?

Hi there, 

 

If you're using QuickBooks Online, the Gear icon will be located at the top right-hand side of the page. If you're missing the Gear icon all of a sudden, try clearing the cache and cookies in your web browser. The stored Internet files can cause bugs in the program. Here's how to do that: How do I clear my browser cache and temporary Internet files?

 

You can also try using Incognito mode in Google Chrome. Here's how to use it: Browse in private. This is a private window that runs separately from the rest of your browser. You can also try using a new browser all together.


Hopefully this helps you get back on the right track. If you're still missing the Gear icon after trying these steps, let me know. 

Cheers.

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Level 1

Where do I find the Gear Icon?

I want to cancel my intuit account 

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Level 1

Where do I find the Gear Icon?

cancel my account they were supposed e get my w2 forme

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Level 7

Where do I find the Gear Icon?

Hey jeanneronnie1,

 

I'm sad to see you go, but I know how important it is to find the right accounting software for your business. The subscription model makes it easy to cancel and resubscribe to QuickBooks Online at any time, and your data will be preserved for up to 1 year after cancellation. Please reach out to an agent for help obtaining your W2 form. I can guide you through this process.

 

You can cancel your QuickBooks Online subscription at any time in just a couple easy steps:

  1. Sign in to QuickBooks Online as an admin user. 
  2. Go to the Gear icon and select Account and Settings.
  3. Select the Billing & Subscription tab.
  4. In the QuickBooks section, select Cancel subscription.
  5. Follow the steps on the screen to cancel your subscription.

If you subscribed through a third-party App Store, check out this article for specific cancellation instructions: Cancel a QuickBooks Online subscription purchased through an app store 

 

I'm here for you. Don't hesitate to contact us if you're having any problems cancelling.

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Level 1

Where do I find the Gear Icon?

I want to copy my FY2019 budget into FY2020 budget. 

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Level 7

Where do I find the Gear Icon?

Hey Pulseclaudia,

 

I'm glad to see you're taking full advantage of the advanced budgeting features available in QuickBooks. Budgets are a convenient and effective way to keep track of how your business is doing, and you can easily reuse the same budget across multiple years. I'll be happy to help get this going.

 

QuickBooks Online takes a streamlined approach to managing budgets. It's just a couple easy steps to copy one:

  1. Click on the Gear icon then select Budgeting.
  2. Select the Action drop-down arrow for the budget you wish to copy then click Copy.
  3. Enter a Name then select your Fiscal Year.
  4. Click Create Budget.

If you're with QuickBooks Desktop, you can use IIF files to copy the budget over to another year. IIF files are powerful cross-platform text files that can help you unlock all sorts of possibilities with your Desktop company file. Here's how to copy a budget to another fiscal year:

  1. Go to the File menu, choose Utilities, choose Export, and then click Lists to .IIF Files.

  2. In the Export window, choose Budgets.

  3. Click OK.

  4. Enter a filename, such as budget.iif. The filename must have an .iif extension.

  5. Open the budget.iif file with a spreadsheet editor, such as Microsoft Excel.

  6. Change the year in the column "STARTDATE."

  7. Save the changes.

  8. In QuickBooks, go to the File menu, choose Utilities, choose Import, and then click IIF Files.

  9. Select the budget.iif file in which you changed the date.

With this, you're all set to use a budget across multiple years. Feel free to reach out if you have any more questions.

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Level 1

Where do I find the Gear Icon?

Can you tell me where to find the settings and/or the account and settings feature on the newest quickbooks stand alone version

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Level 7

Where do I find the Gear Icon?

Hey Carlee018,

 

The Gear icon is how QuickBooks Online users access their settings. In QuickBooks Desktop simply select Edit from the top menu, then click Preferences

 

Let me know how this goes!

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Level 1

Where do I find the Gear Icon?

Can we charge a late fee to customers in quickbooks 2019 desktop?

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Level 7

Where do I find the Gear Icon?

Hey Suslynd,

 

A key part of all successful businesses is getting paid. QuickBooks is designed to help you manage your profitability, and setting up late fees is a great way to encourage your customers to pay you faster. There are a few ways we can set this up, and I'll be happy to help.

 

The easiest way to charge fees is by creating a new sales item. Simply click Add New at the top of the list in an invoice and select the appropriate options for these charges. It's also possible to automate this by activating Finance Charges. This just takes a few simple steps:

  1. Go to the Edit menu and click Preferences.
  2. In the Preferences window, click Finance Charge in the list on the left.

  3. Click the Company Preferences tab.

Hope this helps!

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Level 1

Where do I find the Gear Icon?

I cannot see the gear icon in the top right hand corner on my dashboard page. All there is in the top right hand corner is a speech bubble that sends me to qb assistant 

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QuickBooks Team

Where do I find the Gear Icon?

Hi there, Spencer8,

 

It's great that you're becoming more acquainted with your version of QuickBooks. From what you've described about seeing an Assistant feature, it sounds to me like you're using QuickBooks Self-Employed, which operates a bit differently than QuickBooks Online. The instructions on this post were intended for the Online version of the product. Don't worry, I'll help you find the gear in QuickBooks Self-Employed.

 

When you're using a browser to manage your Self-Employed books, the gear is still in the upper right of the page, but it's a couple of icons to the left of the Assistant feature and should have your Self-Employed account name beside it. If you're not seeing what you're looking for there, I recommend checking in with the Assistant tool to learn more. You can type questions and the Assistant will show you articles or steps to complete the task, or you can also type "talk to human" to reach a QuickBooks Self-Employed agent.

 

Give it a shot! Enjoy your week.