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.
- Select Settings ⚙️.
- Select Account and Settings.
- Select a tab.
Note: If you want to learn what settings you can change, check out the section Settings you can edit below.
- Select Edit ✏️ in a section.
- 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.
- Select Done to close your settings.
Settings you can edit
Here's a quick overview of the settings and features you can adjust.
Update your company name, address, and internal tax info here. This is also where you set your industry and the kind of business you run (sole proprietorship, nonprofit, etc).
Here's where you can monitor how many users, classes, accounts, and other items you have in your company.
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.
Decide what expense info you want to track.
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 financial year. If your company deals with multiple currencies, you can also turn on that feature here.