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phyllis8
June 3, 2020
Question

I NEED HELP FINDING ACCOUNT SETTINGS

  • June 3, 2020
  • 3 replies
  • 52 views
No text available

    3 replies

    MaryLandT
    MaryLandT
    Level 10
    June 3, 2020

    Good day to you, phyllis8,

     

    I'm here to help you locate the account settings in QuickBooks Online (QBO).

     

    The Accounts and Settings feature helps you manage your business smoothly. From the homepage, click the Settings ⚙ icon and choose Accounts and Settings.

     

    If you need to change the settings:

    1. Select a tab.
    2. Click Edit ✏️ in a section.
    3. 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.
    4. Select Done to close your settings.

    Check out this article to help you personalize QBO to whatever you want: Edit company settings in QuickBooks Online.

     

    Keep me posted if you're referring to something else. Just tag my name and I'll get back to you.

    C
    Chris1028
    July 14, 2020

    Hello - I am trying to cancel my subscription - can you help me?

    P
    pattyduke
    July 16, 2021

    There is not a setting icon in the top right on the 2020 desktop version, where would I find settings?

     

      C
      Catherine_B
      Level 9
      July 16, 2021

      I can show you how you can view your settings in the desktop version, 

       

      You can check your settings in QuickBooks Desktop by going to the Edit menu and then Preferences. If you want to review more information about your company file or update a few information, you can press F2 on your keyboard or go through these steps: 

       

      1. Click the Company menu.
      2. Select My Company. 
      3. If you want to make changes, you can click the pencil icon in the Company Information field. 

      To help you set up your preferences, you can view a few links on our Help Articles page. 

       

      I'm just around if you have other questions. You can also mention me so I'll be notified and get back to you. Have a great day!

      Y
      Yodasmom
      August 10, 2021

      Need help finding settings in my Tsheets app.

      Z
      ZackE_Moderator
      Moderator
      August 11, 2021

      Thanks for joining this thread, Yodasmom.

       

      You can find your settings in the mobile app by signing in to your QuickBooks Time account, tapping More (⋯), then going to Settings.

       

      I've additionally included a video tutorial that will help guide you through accessing your settings and more:

       

      If there's any questions, I'm just a post away. Have a lovely day!

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