How to Go to Preferences in QuickBooks Online?

Learn how to go to preferences in QuickBooks to customize settings, set-up specific requirements, and tailor the software to your business needs.

 

Log in to QuickBooks as an admin.

Click the gear icon or Edit > Preferences.

Select Preferences or Account and Settings.

Make and save your changes.

Review the updated settings.

Click the Undo or Unreconcile button (the exact wording may vary depending on your QuickBooks version). A confirmation prompt may appear—confirm that you want to proceed. This action will remove the reconciliation status from the transaction, allowing you to make changes.

Click the Undo or Unreconcile button (the exact wording may vary depending on your QuickBooks version). A confirmation prompt may appear—confirm that you want to proceed. This action will remove the reconciliation status from the transaction, allowing you to make changes.

Tips: If “unhide” button is missing from your options, contact your Account Manager to give you user access.