The Settings Button in QuickBooks Online – Instructions

How to Use the Settings Button in QuickBooks Online: Video

            This video lesson, titled “The Settings Button,” 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.”

Overview of How to Use the Settings Button in QuickBooks Online:

            Click the Settings button in QuickBooks Online, which appears towards the upper-right corner of the screen in the QuickBooks Online toolbar, to show a menu of links. The Settings button in QuickBooks Online contains headings for “Your Company,” “Lists,” “Tools” and “Profile” in its drop-down menu. The links under each heading let you change the associated information or access the related tools and features.

            There is also a “Switch to Business view/Switch 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. 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,” and “QuickBooks labs.” Links under the “Lists” heading include “All lists,” “Products and services,” “Recurring transactions,” “Attachments,” and “Tags.”

            Links under the “Tools” heading include “Order checks,” “Import data,” “Import desktop data,” “Export data,” “Reconcile,” “Budgeting,” “Audit log,” “SmartLook,” and “Resolution center.” Links under the “Profile” heading include “Feedback,” “Refer a friend,” “Privacy,” and, only if you have multiple company files associated with your Intuit ID, “Switch company.”

A picture of the Settings button in QuickBooks Online and its menu of choices.

Instructions on How to Use the Settings Button in QuickBooks Online:

1. To use the Settings button in QuickBooks Online, click the Settings button towards the upper-right corner of the screen in the QuickBooks Online toolbar, to show a menu of links.
2. Links appears under headings in the Settings button’s menu to help organize the links. The link headings are “Your Company,” “Lists,” “Tools” and “Profile.”
3. Click a link in the menu to perform its related command.
4. To switch between the two views of the QuickBooks Online interface, click the “Switch to Business view/Switch to Accountant view” link in the lower-right corner of the menu.
5. Note that restricted access users may not see all the links in the Settings button’s menu.