You review company setup information to make sure that the client QuickBooks Online company uses the correct accounting method, employer EIN, and legal business organization. To review company settings, follow these steps:
- Open the client QBO company you want to review.
You can click the QuickBooks logo on the Client List page of QBOA, or you can use the list of clients in the QBOA toolbar.
- Click the Gear button on the right side of the QBOA toolbar to display the Gear menu.
- From the Your Company group on the left side of the Gear menu, click Account and Settings.
The Company tab (selected on the left side of the Account and Settings dialog box) appears.
- Review the settings.
In particular, set or correct the Company Name, Legal Name, and Employer ID (EIN). To make changes, click any setting. QBO makes the setting options available; make your changes and click Save.
- Click Advanced on the left side of the Account and Settings dialog box.
The settings on the Advanced page of the Account and Settings dialog box appear.
- Review the settings.
In particular, set or correct the following:
- The settings in the Accounting section, which include fiscal and tax year information as well as the QBO company’s accounting method,
- In the Company Type section, the tax form setting,
- The settings in the Chart of Accounts section,
- The settings in the Other Preferences section includes displaying warnings when duplicate check numbers and bill numbers are used.
- Click Done to save your changes.
QBO displays a message at the top of the screen indicating that your changes were saved.
