How to set up your company settings in QuickBooks Online
This video goes over how to add your logo and record things like your business address and phone number so they’ll be included in communications.
How to Set Up Your Company Information in QuickBooks Online
You enter basic info about your business, like your contact and tax information Company settings. This information is used when you communicate with customers and vendors from QuickBooks.
1. Open the QuickBooks Online company.
2. Navigate to the gear icon 🡪 Account and Settings under Your company.
3. On the Account and Settings page, click the Company section on the left.
4. Find the Company name settings and click Edit (the pencil icon) on the right or click anywhere inthat area to enter or edit the company name information.
5. Enter the Company name, the Legal name, and the EIN or SSN.
6. Click Save.
7. Find the Company type settings and click Edit (the pencil icon) on the right or click anywhere in that area to enter or edit the company type information.
8. Choose a Tax form from the drop-down list.
9. In the Industry list, start entering an industry and finish by selecting one from the list that appears.
10. Click Save.
11. Find the Contact info settings and click Edit (the pencil icon) on the right or click anywhere in that area to enter or edit the company contact information.
12. Click Save.
13. Click Done.
Sources & Disclosures
Some content and images adapted from Intuit / QuickBooks source materials, including support websites; QuickBooks Blog; Firm of the Future, & Intuit Developer Blog. Information may be abridged and therefore incomplete. This document/information does not constitute, and should not be considered a substitute for, legal or financial advice. Each financial situation is different, the advice provided is intended to be general. Please contact your financial or legal advisors for information specific to your situation.