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Edit company settings in QuickBooks Online

by Intuit Updated 2 weeks ago

Learn how to change settings and turn on features.

Personalise 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 Settings gear icon..
  2. Select Account and settings.
  3. Select a tab.
    Note: 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 appear when you select an area, and the question marks tell you what each area is for. Make your edits, 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 ID No. For more information, see Update company info in QuickBooks Online page. You can also adjust your Intuit marketing preferences here.

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 customise 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 customise 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 performed when working for a client, and decide whether employees and suppliers see how much you charge clients for their work.

Advanced

The Advanced tab 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 financial year. If your company deals with multiple currencies, you can also turn on that feature here.

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