MY CARTHow to Customize the Company Settings in QuickBooks Online
How to Customize the Company Settings in QuickBooks Online: Video
This video lesson, titled “How to Customize Company File Settings in QuickBooks Online,” shows you how to customize the Company settings for a company file in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.”
Instructions:
After creating a company file in QuickBooks Online, you should customize its settings. To access these settings, click the “Settings” button in the QuickBooks Online toolbar. Then click the “Account and settings” link under the “Your Company” heading in the menu that appears to open an “Account and Settings” window.
The company settings categories appear in a menu at the left side of the “Account and Settings” window. They are “Company,” “Usage,” “Payments,” “QuickBooks Checking,” “Sales,” “Expenses,” “Time,” and “Advanced.” By default, the “Company” settings appear to the right when the window opens. However, you can click any button in the menu to show its settings to the right, instead.
The “Company” settings category contains settings in different sections named “Company info,” “Legal info,” and “Customer contact info.” To edit most settings in this category, click the “Edit” button to the right of the setting, change its information, and then click the setting’s “Save” button.
Company Info Settings
The “Company info” section lets you add a company logo and edit the company’s name, address, email, phone, website, and industry. To add a company logo, click the pencil icon next to the picture of a store at the top of this section to open a new “Select” window. To upload a new logo, click the “Upload” button to open a system dialog box that lets you navigate to and select the logo file to upload. Then click the “Open” button in the system dialog box to upload the picture to QuickBooks Online and set it as the primary logo.
To set a new primary logo if you upload multiple logo files, click the triple-dot icon at the right end of the logo to set as the primary logo and then select the “Use as primary” command. To delete a logo if it is not the primary logo, click the triple-dot icon at the right end of the logo to delete, and then select the “Delete” command. After selecting the correct logo to use, click the “X” button in the upper-right corner of the “Select” window to close it.
To change the company’s name, address, email, phone, website, or industry, click the “Edit” link to the right of the setting to change. If needed, then enter the two-factor authentication code to continue. Then change the setting’s value and click the “Save” button to save the change.
Legal Info Settings:
The “Legal info” section lets you change the legal business name, the EIN or SSN, the legal business type, and the legal address. To edit any of these settings, click the “Edit” link in this section, make the desired changes, and then click the “Save” button at the bottom of this section.
Customer Contact Info and Privacy Settings:
The “Customer contact info” section lets you edit customer-facing email and address for the company. To change either setting, click the “Edit” link to the right of the setting to change. Then change the setting’s value and click the “Save” button to save the change.
To set the privacy settings for your signed-in Intuit account, click the “Privacy” link at the bottom of this page to open the Intuit privacy page in a new browser tab. You can then navigate to the desired privacy settings to set them, as desired. To close the “Account and Settings” window, when finished, click the “Done” button in its lower-right corner.
