![]() Under ‘Lists’, you’ll find many other settings, such as: If you wish to change the current light theme of QuickBooks to a darker theme, for example, you can do that under ‘QuickBooks labs’. On the other hand, the most advanced version allows you to add up to five users and an accountant.įeel free to play around with other settings, such as Chart of accounts, QuickBooks labs, and Custom form styles. The most basic plan of QuickBooks allows you to add one user and an accountant. The ‘Essentials’ plan that we chose at the beginning of this QuickBooks tutorial allows you to add three users to your account, and an accountant. If you head back to the QuickBooks dashboard and click on account settings again, you’ll find a secondary category called ‘Manage users’. Finally, to change the advanced settings like the currency, language, time tracking, automation, etc., simply click on ‘Advanced’ and customize.However, you’ll need the Plus plan to leverage this QuickBooks feature. If you need to purchase orders, click on ‘Expenses’.For instance, under ‘Sales form content’, you can edit the shipping and preferred delivery method. Click on ‘Sales’ to customize your sales settings, including products and services, messages, reminders, online delivery, and sales form content.You may also cancel your trial period here. If you wish to upgrade/downgrade your plan, you can do that in the ‘Billing & Subscription’ section.To edit any section, simply click the pencil icon next to it. Under ‘ Company’, make sure the information you’ve provided is correct.Now, under ‘Your Company’, click on ‘Account and settings’.You’ll find four subcategories here – profile, tools, lists, and your company. Step 3: Customize the QuickBooks Account SettingsĬlick on ‘Settings’ (the gear icon) in the top-right corner. Now, it’s time to cover the account settings in this QuickBooks tutorial for beginners: within your QuickBooks account, simply select ‘New’ above the menu. To create different elements, such as expenses, estimates, receipts, bills, etc.This is where you can access different areas of your QuickBooks account, including accounting, taxes, reports, employees, cash flow, sales, banking, and apps. Towards the left-hand side of your QuickBooks dashboard, you can change your business name and logo.Adjacent to the notification bell, we have ‘Settings’ (more on that later).To access the notifications, click on the bell icon next to search.Next to ‘Help’, you can search for accounts, reports, customers, transactions, and suppliers in the search bar.You’ll also find auto-generated links based on the questions you type here. Under ‘Assistant’ is where you can get in touch with the QuickBooks team. Click on ‘Help’ to find answers to specific queries under ‘Search’ and make the most out of this top online accounting software. Observe the elements in the top-right corner.QuickBooks is a leading online accounting software for small businesses that always keep security on priority. If you want to step away from the system for a while and keep this information confidential, you’d have to click on ‘Privacy’ on the top-right. When you select ‘Business overview’, you’ll notice snapshots of key financial activities, such as bank accounts, expenses, profit and loss, income, and sales.Under ‘Get things done’, you’ll find many shortcuts to important activities, such as adding an invoice, adding customers, adding expenses, paying bills, tracking time, and more.Let’s breakdown the QuickBooks dashboard: In this section, we’ll dive into all the awesome features that QuickBooks has to offer. Step 2: Get Familiar with The QuickBooks Dashboard Fill in your details to create an account, after which you’ll be taken to your QuickBooks dashboard.Remember, you may downgrade/upgrade at any stage. For this QuickBooks tutorial, we’ll choose the ‘Essentials’ plan and click on ‘Free 30-day trial’.‘Simple Start’ and ‘Essentials’ are ideal for service-based businesses whereas the ‘Plus’ plan is perfect for product-based companies since it offers features such as tracking inventory.During the free trial period, you can choose to upgrade your QuickBooks account or cancel before you are charged. ![]() ![]() Each of these plans that you see in the screengrab offers you a 30-day free trial.
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