Setting up company preferences in QBO
Before you start entering data into QuickBooks, you should spend some time going through the company preferences, which allow you to activate features that you would like to use and deactivate features that you don’t plan on using. If you are not sure of what to select in this section, you can always update the settings later on. Click on the gear icon and select Account and settings, located below the Your Company column.
The company preferences are made up of eight key areas:
- Company settings
- Usage settings
- Payments settings
- QuickBooks Checking
- Sales settings
- Expenses settings
- Time settings
- Advanced settings
Let’s look at each one of these in more detail.
Company settings
In your company preferences, you will provide basic information about your business, such as the contact email and telephone number, where customers can reach you, your company logo, and...
