The Settings Button in QuickBooks Online – Instructions

How to Use the Settings Button in QuickBooks Online: Video

            This video lesson, titled “How to Use the Settings Button in QuickBooks Online,” shows you how to use the Settings button in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.”

How to Use the Settings Button in QuickBooks Online: Instructions

         Clicking the Settings button in QuickBooks Online, which appears towards the upper-right corner of the screen in the QuickBooks Online toolbar, shows a menu of links. The headings in the “Settings” button’s menu are “Your Company,” “Lists,” “Tools” and “Profile.” The links under each heading let you change the associated information or access the related tools and features.

            There is also a “Switch from Accountant view to Business view/Switch from Business view to Accountant view” link in the lower-right corner of the menu that lets you switch between the two views of the QuickBooks Online interface, which we will discuss in the next lesson. Note that restricted access users may not see all the links in the “Settings” button’s menu.

Links under the “Your Company” heading include “Account and settings,” “Manage users,” “Custom form styles,” “Chart of accounts,” “Payroll settings,” “Workers’ comp,” “HR advisor,” “Employee benefits,” “Get the desktop app,” and “Additional info.” Links under the “Lists” heading include “All lists,” “Products and services,” “Recurring transactions,” “Attachments,” “Custom fields,” and “Rules.”

            Links under the “Tools” heading include “Order checks,” “Import data,” “Import desktop data,” “Export data,” “Reconcile,” “Budgeting,” “Audit log,” “Share screen,” and “Resolution center.” Links under the “Profile” heading include “Subscriptions and billing,” “What’s new,” “Feedback,” “Privacy,” and, only if you have multiple company files associated with your Intuit ID, “Switch company.”

A picture of the menu that appears after you click the Settings button in QuickBooks Online.