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HBD_Kent
October 19, 2020
Question

Accessing the 'tiles' you get given when you set up a new company

  • October 19, 2020
  • 1 reply
  • 0 views

When you set up a new company in QBO you get presented with 7 tiles (track your VAT / track construction industry taxes / Track your retail sales / Send and track invoices / Manage your stock / Pay your employees) - how do you get back to them so you can add more in, if you didn't click them all to start off with? 

 

Also how do I edit the company name, given that I accidentally put Ltd without a capital L? I can click on the company name at the top, edit the name, but it still shows the lower-case L at the top afterwards. It's like it's hard-coded somewhere and you only have one shot at getting it right. 

 

Thanks!

1 reply

Kristine Mae
Kristine Mae
October 19, 2020

Let's get your company set up, HBD_Kent.

 

When setting up a new account, you're unable to go back and re-select the options or tiles. No worries, though. You can always turn on or use those features. You can explore the settings, and from there, you can see those options. 
 

Concerning the company name, you can change it in the settings. Here's how:

  1. Click the Gear icon.
  2. Select Account and settings.
  3. Go to the Company tab.
  4. Click the Pencil icon in the Company name section, then change the info in the Company name field.
  5. Click Save, then Done.

Then, log out and log back in to refresh the program. 

 

You can also refer to this article for more information: Edit company settings in QuickBooks Online.

 

Feel free to visit the Community if you have other concerns. We're open 24/7 to help you.

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