You can configure QuickBooks Online to work the way you want it to by updating your company settings.

To review and update your company settings:

  1. Select the Gear icon on the Toolbar.

  2. Under Your Company, select Account and Settings (or Company Settings).

  3. Use the categories on the left to navigate.
Note:  Some features have pop-up windows that help you set your preferences the first time you use them.

Once you’re done, click the X on the Toolbar to return to your QuickBooks Online session. Your changes are automatically saved.