Company

From the home page screen > company gear (upper right corner) > Settings > Company Settings > Company

Company Name

    • Company logo – Your company logo shown on sales forms and purchase orders.
    • Company name – Your company name shown on sales forms and purchase orders.
    • Legal name – Name used on forms like 1099s. If left blank, Company name is used. Allowed characters: letters, numbers, spaces, ampersand (&), and dash (-).

Contact info

    • Company address – Your company address shown on sales forms.
    • Customer address – Address where customers contact you or send payments. Shown on sales forms. If left blank, Company address is used.
    • Legal address – Name used on forms like 1099s. If left blank, Company name is used. Allowed characters: letters, numbers, spaces, ampersand (&), and dash (-).
    • Company email – Email shown on sales forms and where QuickBooks can contact you.
    • Customer email – Email where customers can contact you. If left blank, Company email is used.
    • Company phone – Phone number shown on sales forms.
    • Company website – Website URL shown on sales forms.

company1

    • Accounting method (Cash or Accrual) – Choose Accrual to report income when you bill a customer; choose Cash to report income when you receive payment from a customer. If you’re not sure, consult your accountant.
    • Employer ID (EIN) – Your company’s employee identification number. If you’re a sole proprietor with no employees and file no excise or pension tax returns, you can enter your social security number as EIN.
    • Tax form (1) – The tax form your company files. If you’re not sure, choose Not sure/Other/None for now, and then consult your accountant.
    • Categories (available in Plus plan only) – Track classes (2) > Adds a Class field on forms so you can assign transactions to different segments like departments, locations, and product lines.
    • Categories (available in Plus plan only) – Track locations (3) > Adds a Location field on forms so you can assign transactions to different locations like stores, sales regions, and counties.
    • Customer label (Customers default, Clients, Donors, Guests, Members, Patients, Tenants) – Replaces the word “Customers” wherever it’s shown in QuickBooks.

company2

(1) Tax form selection:

    • Sole proprietor (Form 1040)
    • Partnership or limited company (Form 1065)
    • Small business corporation, tow or more owners (Form 1120S)
    • Corporation, one or shareholders (Form 1120)
    • Nonprofit organization (Form 990)
    • Limited Liability
    • Not sure/Other/None

(2) Track classes

    • Warn me when a transaction isn’t assigned a class (checkbox)
    • Assign Classes selection > One to entire transaction or One to each row in transaction

(3) Track locations

    • Location label > Location (default), Business, Department, Division, Property, Store, Territory

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