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54 helpful votes

How to configure company settings

You can configure QuickBooks Online to work the way you want it to by updating your company settings.

To review and update your company settings:

  1. Go to Settings ⚙️.
  2. Under Settings select Company Settings or Account and Settings.
  3. Use the categories on the left to navigate.
Note: Some features have pop-up windows that help you set your preferences the first time you use them.

Once you’re done, click the X on the Toolbar to return to your QuickBooks Online session. Your changes are automatically saved.

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