The company “Gear” icon is located in the upper right corner. This is where you will see Account & Settings, Lists, Tools, and Profile. Also, QBO sign out!

Your Company

• Account & Settings
• Manage Users
• Custom Form Styles
• Chart of Accounts
• QuickBooks Labs

Lists

• All Lists
• Products and Services
• Recurring Transactions (not available in Simple Start)
• Attachments

Tools

• Import Data
• Export Data
• Reconcile
• Budgeting (available in Plus & Advanced only)
• Audit Log
• Order Checks
• Smartlook
• Case Center
• Smart Scan

Profile

• Intuit Account
• Feedback
• Refer a Friend
• Privacy
• Switch Company (if you’ve more than one company under the same user ID)
• Sign Out