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Set up advanced account settings in QuickBooks Online
The Advanced account settings is where you or your accountant initially set up your company file.
| Note: Advanced account settings vary by region. |
Set up Advanced account settings
Go to Settings
, then select Account and settings.From the left menu, select Advanced.
Select the Pencil ✎ icon for each section below to modify your settings.
Preferences for Advanced account settings
Choose preferences accordingly:
Accounting:
Set up the fiscal year and set the closing date.
Specify your accounting method.
Company Type: Select the type of tax form your company uses.
Other Preferences:
Date and number format.
Customer label (how you refer to your customers — as clients, patients, members, etc).
Warnings about duplicate transaction numbers.
Waiting time before you're automatically signed out of QuickBooks Online.
You now know how to set up your Advanced account settings.
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