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Commonly Asked Questions about Send preferences contain default text documents sent by Business Forms

How do I edit preferences in QuickBooks?

Select QuickBooks, then Preferences. Select the preference you want to change. To change another preference, select Show All to show all preferences. When youre done, close your Preferences.

How to find company preferences in QuickBooks Online?

To set your preferences for reports: From the QuickBooks Edit menu, select Preferences. On the left pane, select Reports Graphs then go to My Preferences or Company Preferences tab. My Preferences. This tab allows you to set the way QuickBooks works for you. Select OK to save preferences you set.

Why wont QuickBooks send my emails?

Ensure that the QuickBooks version is up to date. 2. Reference this link; Connect your email to QuickBooks Desktop to make sure the email is set up correctly. To know your email settings, please contact your email provider (i.e., GoDaddy, Yahoo, Gmail, Microsoft, etc).

Where is the company settings page found in QBO?

From the QuickBooks homepage, select the Gear icon and choose Accounts and settings. Lets start with your Company Info.

How do I change the default settings in QuickBooks?

Change settings Go to Settings. . Select Account and settings. Select a tab. Note: To learn what settings you can change, check out the section Settings you can edit, below. Select Edit ✏️ in a section. Select an item you want to update. Select Done to close your settings.

How do I change the default email message in QuickBooks?

In the Messages section, select the edit (pencil ✎) icon. From the Sales form dropdown under Blind Copy (Bcc) new invoices to address, select Invoices and other sales forms or Estimate and type the default message to customers. Select Save and Done.

How do you access company settings in QuickBooks Online?

Edit company settings in QuickBooks Online Go to Settings. . Select Account and settings. Select a tab. Note: To learn what settings you can change, check out the section Settings you can edit, below. Select Edit ✏️ in a section. Select an item you want to update. Select Done to close your settings.

How do I change accounting preferences in QuickBooks Online?

Change the accounting method for your company Select Settings ⚙, then select Account and settings. Go to the Advanced tab. In the Accounting section, select the Edit ✎ icon. Choose the Accounting method. Select Save, then select Done.