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Intuit
3 helpful votes

Configure Accounts and Setting

The Accounts and Settings feature helps you customise QuickBooks to help you manage your business smoothly.

From the QuickBooks homepage, select the Gear icon and choose Accounts and Settings. Let's start with your Company Info.

Company tab

Update company logo

Add your company logo, which will be displayed on your customer invoices. To do so:

  1. Select the Company tab.
  2. Under Company name > Company logo, select the + sign.
  3. Select your logo image and then Save.

Update contact info

Contact Info tells your customer how to contact you. Details on this page will appear on your Sales Forms. Be sure to save your changes before moving on.

Sales

Customise invoice and other sales forms

To customise how your Sales Forms look, go to Sales tab > Customise > Customise look and feel. See Customise invoices and other transaction forms for a step-by-step guide.

Customise sales form content

Under Sales form content, you can set preferred invoice terms, delivery method, customise transaction numbers and add new fields with custom names.

Under Messages, you can add a personal touch to your correspondence. Change your invoice greeting, or subject line, or email message, whatever you write here will be seen by your customers. Select Email me a copy to get a copy for each invoice you send.

Set up Invoice Reminders

Under Reminders, add a personal touch to your reminders. Chance your reminder greeting, subject line or email message. Whatever you write here will be seen by your customers.

Online Delivery

Online delivery specifies the way your customer sees your forms. Check attach invoice as PDF to keep it's appearance consistent across different computer types.

Advance Settings

The Advance settings offer many ways for adjustments. Automation, for example, helps you save time by cutting down time on your data entry.

  • Select the Pre-fill forms with previously entered content box to have QuickBooks recall information that you have used before, and add it to the current form.
  • Check Automatically apply credits and Automatically apply bill payments to automatically apply credits and bill payments to customer invoices.

Refer to Advanced company settings for more details.

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