Company Settings

How do I edit preferences with the new company settings? I need to change my default email that goes out with invoices.

Default for sending out email is always the same* which you cannot change it. What you can change is reply-to email address of your own for customers, different than regular company email address.

      *default email address from Intuit[]

From the home page screen > company gear (upper right corner) > settings > company > contact info > add customer email (this is where you add email different from the company email address).

customer email setting
customer email setting

email sender address

email invoice link

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Company Gear Company Settings QuickBooks Online QuickBooks Online QBO Your Account Your Company

I forgot my password. How do I reset it in new QuickBooks Online?

Click Can’t access your account? > I forgot my password, and the flow will go like this:

  1. Enter the correct user ID.
  2. Click Send Email.
  3. Open the email and click the link inside the email (don’t delete this email).
  4. On this screen, you’ll enter the confirmation code from the email and your new password twice.
  5. Click Change Password.
  6. You’ll get a confirmation page that the password has been updated and an email notifying you of the change.
  7. Go to and try signing in again with your new password.

Would rather watch YouTube video to follow a list of steps?

Think it might be your user ID?



Company Gear Company Settings Manage Users QBO QuickBooks Online QuickBooks Online QBO Your Account Your Company

How do I transfer the Master Administrator role? I have a new Administrator, how do I change the master administrator?

You must be signed in as the Master Administrator in order to transfer the role to another user. If you are not the current Master Administrator, please ask the current Master Administrator to follow the steps below. The user who will become the new Master Administrator must be an active Company Administrator with an email account.

  1. Log into QBO using the Master Administrator’s user ID and password. (The sign-in page is:
  2. Click the “gear” icon > Manage Users.
  3. Click the Transfer Master Administrator button on the left side of the screen. If this button does not appear, you are not signed in as the Master Administrator.
  4. In the Transfer To drop-down list, select the name of the new administrator.
  5. Click Finish.
  6. If the user to whom you wish to transfer the role does not appear in the drop-down list, click Cancel to return to theManage Users page. You will need to make the desired user a Company Administrator. Make sure an email address is included for the user. These steps will generate an email to the person being invited to become the new Master Administrator. That person will need to accept the invitation in the email.
  7. Sign out.

Important: The Master Administrator role does not get transferred until the invitation is accepted by the new person.

You must be a Master Administrator or a Company Administrator to add a new user.  If the user you’d like to transfers rights to hasn’t been added, you will need add him/her before the transfer can take place.

Adding a new user who will be the new Master Administrator:

  1. Click the “gear” icon > Manage Users.
  2. Click the New button at the bottom-right.
  3. Select Company Administrator and then click Next.
  4. Enter the new user’s email address and their name. Click Next.
  5. Complete the screens until you get to the last one and then click Finish.
  6. Sign out.

When you click Finish, an email will be sent to the new user. Tell them to read the email and then click the link which is in the word HERE. If they already have a QuickBooks Online user ID and password, they can use it. If not, this is where they create their user ID and password.

Once the user has been invited and the user ID and password has been created for the new user, you must sign in as the Master Administrator in order to transfer the role to another user.

In order to transfer Master Administrator rights to a user, that user must be a Company Administrator.

To change a limited or regular user to a Company Administrator:

  1. Click the “gear” icon > Manage Users.
  2. Find the user you’d like to edit and click on their name to highlight.
  3. At the bottom right, click on the Edit button.
  4. In the upper right of the User Information page, click the Change button.
  5. Select Company Administrator and click Next.
  6. Click Finish.
  7. Click Save.
  8. The user will need to sign out and sign back in for the access rights change to appear.

If for some reason it is impossible to contact or work with the current Master Administrator, please contact Intuit customer care by choosing Help, then clicking Contact Us.



Banking Company Gear Company Settings Settings

Set up QB Online. Connected and downloaded transactions from bank. Reports show no data.

Listen to me carefully, just because you have setup QBO, connected to bank account and downloaded from the bank that does not mean you have hired a bookkeeper to do the job for you. You still have to move from new transaction from bank feed to in QuickBooks area.

From the home page screen > select blue navigation bar on the left > transactions > banking > new transactions > add or find match or transfer

Add = you are adding as new transaction that you do not already have in QuickBooks. It could be for deposit as income. It could be for expense to P&L. Select Payee, Account Category and so on

Find match = transaction is already posted in QuickBooks. Do not want to ADD again. Adding will duplicate the same transaction again. Select Find Match (green color). Done

Transfer = normally refers to transfer from one bank account to another bank account another with the same bank. For example, from checking to savings or vice versa.
add transaction

helpful videos



File your incorporation or LLC with Intuit!


Close the books Closings Company Gear Company Settings

Closing the books feature in new QuickBooks Online

 In new QuickBooks Online, they have feature called Closing the Books. The main purpose of officially closing the books is to protect transactions in previous periods from being changed. This is done by setting up and requiring a password to edit transactions past a particular date. Both Master and Company Administrators can set the closing date and password:

  1. From the home page screen, go to the company gear icon (upper right corner) go to Company Settings.
  2. Click Advanced, and then Accounting.
  3. Click to mark the Closing The Books checkbox.
  4. Enter a closing date. Transactions dated on or before the closing date cannot be changed without warning.
  5. Decide what you want users to see if they try to save a transaction that is dated prior to the closing date:
  • Choose Only Warn to make a warning message appear.
  • Choose Warn and Require Password to make the user also enter a password. Then enter the password in the two password fields below.

Click Save then Done.

Viewing the transactions that are changed after the closing date:

After you close your books, you may want to track any changes that anyone makes in spite of the closing date warning. The  Exceptions to Closing Date report tracks such changes on the Audit Trail page.

  1. On the left navigation menu, click Reports.
  2. Select All Reports.
  3. Select Accountant Reports.
  4. Click Exceptions to Closing Date and view the report.

Closing the books feature in new QuickBooks Online

Company Gear Company Settings QBO QuickBooks QuickBooks Online QuickBooks Online QBO Your Account Your Company

How to cancel a QuickBooks Online Subscription in new QuickBooks Online?

Sign in to your QuickBooks Online company at
From the home page screen

  • Go the Company “Gear” (upper right corner)
  • Select “Your Account” under “Your Company” heading
  • Select “Billing Info” under “Your Account” heading
  • Click “Edit Billing Info” blue button
  • In the Subscription Status section, click the Cancel Subscription link
  • Follow the on-screen prompts and it will walk you through the rest

Note: You won’t be able to cancel a QuickBooks Online company via a mobile device.

Gear Your Account
Gear Your Account

Your Account Billing Info
Your Account Billing Info

Your Account Billing Info Cancel Subscription
Your Account Billing Info Cancel Subscription

How to cancel my free trial subscription?

  • From the home page screen, select the Company “Gear” (upper right corner)
    Choose “Your Account” under Your Company heading
  • On the next screen, look for “Subscription Status: Active” and “Cancel Subscription” blue link
  • Click this link, answer just a couple questions, and then click Continue Cancellation
  • Done
Company Gear Company Settings Invoice Sales

How to change messages greeting appear on customer invoices in new QuickBooks Online?

You can remove or make changes to messages greeting that appear on Customer Invoices in new QuickBooks Online. You will need to change company settings.

From the home page screen

  • Select the Company “Gear” (upper-right-corner)
  • Select “Sales”
  • Select “Messages”
  • Select Default email message sent with sales forms. Uncheck “Use greeting” or make appropriate changes. It can also make changes to default message shown on sales forms.
  • See attached screenshot photo for reference.
Messages greeting
Messages greeting
Company Gear Company Settings Sales Receipt Sales Receipt 2

How to disable the request for customer email in sales receipts?


How can I disable the request for customer email in sales receipts. I don’t want to send or enter the customers email. I want to save Sales Receipts. And the transaction can’t save until I enter an email.


On the Save and Send button, click the drop down arrow and use either Save and Close or Save and New. It also applies to Invoice.

save and send selector merge
save and send selector merge
save and send selector 2
save and send selector 2
Company Gear Company Settings Custom Form Styles Customer Center Customers Invoice Reports Sales

How to run customized Sales Report by Sales Rep in new QuickBooks Online?

There is no built-in business report available by Sales Rep in new QBO at this time. By using available custom field on the sales forms (invoice and sales receipt), you can easily get the information by selecting and customizing standard built-in “SALES BY CUSTOMER SUMMARY” report.

This quick and easy tutorial video shows you how to customize sales report by sales rep for tracking sales and manually computing sales commissions in the new QuickBooks Online (QBO).

Here is another top-rated tutorial video by VPController for We encourage you to watch the entire video.. You do not want to miss a step!

Sign up QuickBooks subscription for new company. Or add additional company subscription for using the same user ID (choose “Already have an Intuit user ID?”)

Bill Check Company Gear Company Settings Expense Expenses Invoice

How to add Billable Hours and Rate to Invoices from Timesheets (Employee or Contractor) in new QuickBooks Online?

You can get there by clicking the Customize button tab at the bottom (middle section) of the Invoice, Estimate, and Sales Receipt. Select “More” > Check boxes to show Billable to include employee name, hours and rate.

You can also get there from the Company Gear (upper-corner) > Company Settings under Settings header > Sales > Customize > Customize look and feel button > Select More > Check boxes to show Billable to include employee name, hours and rate.

NOTE: This newly added feature is not yet available on all newer QBO versions. That’s what I heard from actual users.

See screenshot photo for reference.
Customize More Show Billable Time