QuickBooks HelpQuickBooksHelpIntuit

Configure your account and settings in QuickBooks

by Intuit•6• Updated 2 months ago

Personalise your QuickBooks Online experience to better manage your business. Access your settings to update company details, customise sales forms, and automate common tasks.

To get started, select the Gear icon (âš™) in the navigation bar and choose Account and settings (Take me there).

Company information

Keep your business details current. This information appears on your invoices and other sales forms.

  1. In the Company tab, select the relevant pencil icon to review and edit your:
    • Company name, including your Company logo
    • Company type
    • Contact info
    • Address
    • Communication preferences with Intuit
    • Cookie Preferences
  2. Select Save before closing.

Sales settings

Customise the content and appearance of your sales document. To update your Sales settings, go to the Sales tab (Take me there).

Control the information included on your sales forms:

  • Preferred invoice terms: Set your standard payment due dates.
  • Preferred delivery method: Choose your default sending option (e.g., Print later, Send later).
  • Custom transaction numbers: Enable this to use your own numbering sequence.
  • Custom fields: Add new fields to include extra details on your forms.

To edit the design of your invoices, estimates, and sales receipts:

  1. In Sales form content, select the pencil icon to edit the relevant sections.
  2. (Optional) Select Custom fields to manage and edit your custom fields.
  3. Select Save.

Automate payment reminders to encourage timely payments from your customers. You can create and customise reminder emails within the Reminders section (Take me there).

Personalise the emails you send to customers directly from QuickBooks.

  1. Go to the Sales tab and open the Messages section.
  2. Customise the default greeting, subject line, and body text for your invoices, estimates, and other sales correspondence.
  3. Tick the Email me a copy box to receive a copy of every sales form you send.

Choose how customers receive and view your sales forms. To ensure consistent formatting across all devices, we recommend selecting the option to send a PDF attached.


Advanced settings

Streamline your bookkeeping with powerful automation features.

  1. Go to the Advanced tab (Take me there).
  2. Explore the Automation section to find time-saving options:
    • Pre-fill forms with previously entered content: QuickBooks will automatically complete fields based on past entries.
    • Automatically apply credits: Any existing customer credits will be automatically applied to new invoices.
    • Automatically apply bill payments: Automatically allocate payments to open bills.
  3. Select Save to apply your changes.

What's next?

For more help, see:

QuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start