How Do I Change Settings In QuickBooks?

Where is the gear icon in QuickBooks desktop 2019?

In your QBO company, click the Refresh button located in the upper left hand.

This is a built-in feature in the browser that can help load the most updated version of the page you’re viewing.

Once done, go to the upper right-hand corner of the company file to select the Gear icon..

What is the gear icon?

The gear icon is usually the universal icon for a settings menu. In Gmail, it is the precursor to the settings menu that contains other settings too.

How do I find the audit trail in QuickBooks desktop?

If you are a QuickBooks Desktop user, you can access the audit log report by following these steps: Go to “Reports” Select “Accountant and Taxes” Click “Audit Trail”

How do you find the company settings in QuickBooks to make changes?

Read step-by-step instructionsNavigate to the Company Settings Menu. … Enter/Change Contact Information. … In the sub-menu detail, Edit your company contact info by typing into each of the boxes. … If you want to know more about a particular field, click the question mark beside it. … Customize Your Sales Form Settings.More items…

Where is settings in QuickBooks desktop 2020?

The Gear icon is how QuickBooks Online users access their settings. In QuickBooks Desktop simply select Edit from the top menu, then click Preferences.

Where is Settings button?

From the Home screen, tap the Apps icon (in the QuickTap Bar) > the Apps tab (if necessary) > Settings . From the Home screen, tap the Menu Key > System settings.

Where is preferences in QuickBooks online?

To set your preferences for reports:From the QuickBooks Edit menu, select Preferences.On the left pane, select Reports & Graphs then go to My Preferences or Company Preferences tab. My Preferences. This tab allows you to set the way QuickBooks works for you. … Select OK to save preferences you set.

Where is settings in QuickBooks?

From the QuickBooks homepage, select the Gear icon and choose Accounts and Settings.

Where do I find the gear icon?

at the top right corner of every Analytics page. The Settings (gear icon) menu.

Where is tools in QuickBooks?

Whenever you’re reviewing a client’s QuickBooks Online account, select the Accountant tools link in the top bar.

Where is the company menu in QuickBooks?

Where is the file menu?From QuickBooks Online, click the Gear icon (⚙) and select Import Data.Select the type of information you’ll be importing. This can include: Bank Data, Customers, Vendors, Ledger Accounts, Products/Services.Follow the on-screen instructions to map and upload your data.

How do I change email settings in QuickBooks?

Change email “From” addressClick Edit located at the top, and select Preferences.In the Preferences window, click Send Forms on the left panel.Click the Add button, and then add the email address.Choose the Email Provider, and select OK.Once done, click OK again.

Where is the settings icon in QuickBooks?

Ans- These steps will help you to find settings icon in QuickBooks: Firstly, you need to click on the small gear icon that is located on the upper right side of QuickBooks. Then, you will see a window consists of the site’s options. You are required to click on account option and then settings.

How do I change company information in QuickBooks 2019?

Change the company address, business number (BN), and emailSelect the Gear icon at the top, then Account and Settings).Select Company from the left menu. Select the Pencil icon in the Contact info section to edit your contact details. … Make the necessary changes.Select Save, then Done.

How do I restart QuickBooks desktop?

Search for and open Control Panel. Select and open Administrative Tools. Select Services from the list. Right-click the QuickBooksDBXX service and then select Restart.