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Article: How to set up your company settings in QuickBooks Online

Accounting

How to set up your company settings in QuickBooks Online

To set up your company settings in QuickBooks Online, follow these steps:

  1. Go to Settings > Account and settings.
  2. Click the Company tab.
  3. Enter your company name, address, phone number, and email address.
  4. If you have a different legal name, enter that as well.
  5. Enter your Employer Identification Number (EIN).
  6. Select the type of business you have.
  7. Choose the fiscal year that you use.
  8. If you have a logo, you can upload it here.
  9. Click Save.

Here are some additional settings that you may want to configure:

    • Billing & subscription: This is where you can find your company ID, update your payment method, upgrade or downgrade your QuickBooks Online subscription, and even resubscribe.
    • Sales: This is where you can customize your sales forms, set payment terms, and decide what information shows up on forms for customers.
    • Expenses: This is where you can turn on billable expenses and purchase orders, and customize your email messages sent out with purchase orders.
  • Payments: This is where you can set up your payment methods and preferences.
  • Advanced: This is where you can turn on advanced features in QuickBooks.

Here are some additional tips for setting up your company settings:

  • Be as accurate as possible when entering your company information. This will help to ensure that your financial reports are accurate.
  • If you have a different legal name, be sure to enter that as well. This is important for tax purposes.
  • If you have a logo, upload it to QuickBooks. This will help to make your invoices and other documents look more professional.
  • Take some time to familiarize yourself with the different settings available. This will help you to choose the settings that are right for your business.

I hope this helps!

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