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!
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.
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:
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.
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:
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:
Go to the File menu, choose Utilities, choose Export, and then click Lists to .IIF Files.
In the Export window, choose Budgets.
Enter a filename, such as budget.iif. The filename must have an .iif extension.
Open the budget.iif file with a spreadsheet editor, such as Microsoft Excel.
Change the year in the column "STARTDATE."
Save the changes.
In QuickBooks, go to the File menu, choose Utilities, choose Import, and then click IIF Files.
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.
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:
In the Preferences window, click Finance Charge in the list on the left.
Click the Company Preferences tab.
Hope this helps!
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.