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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
JamesAndrewM
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Glad to see you again here in the forum, @NM Green. Thanks for joining the thread and posting your query. I'd be happy to help you personalize your QuickBooks Online to work as you want by configuring your settings and turning features on and off.

 

Let's start by editing your settings. Here's how:

 

  1. Go to Settings ⚙.
  2. Select Account and Settings.
  3. Choose a tab.
  4. Note: To learn what settings you can change, check out the section Settings you can edit below.
  5. Click Edit  in a section.
  6. Select an item you want to update. Fields appear when you select an area, and the question marks tell you what each option is for. Make your edits, then click Save.
  7. Tick Done to close your settings.

 

Refer to this article for more details on the settings you can modify: Edit company settings in QuickBooks Online.

 

Moreover, this article is to guide you in the future. If you want to manage multiple company files: Create or add another company file to QuickBooks Online.

 

Feel free to drop by the forum again if you have further questions. I'll be around to help you. Have a great day ahead!

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