#Quickbooks onlinepro 2016 how to#
Instructions on How to Use the Settings Button in QuickBooks Online: 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.”Ī picture of the Settings button in QuickBooks Online and its menu of choices. 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.” Note that restricted access users may not see all the links in the Settings button’s menu. 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. The links under each heading let you change the associated information or access the related tools and features. The Settings button in QuickBooks Online contains headings for “Your Company,” “Lists,” “Tools” and “Profile” in its drop-down menu.
Overview of How to Use the Settings Button in QuickBooks Online:Ĭlick 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. QuickBooks Desktop (PC/Windows) 2022-2015.Mac OS Ventura-Mojave Keyboard Shortcuts.
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