What are My Company preferences?
My Company preferences set basic and very important information about your company such as your company's name and when your fiscal year starts.<</p>
How do I set My Company preferences?
- Choose QuickBooks > Preferences.
- On the Preferences pane, select My Company.
- Set the preferences described below.
- Close the Preferences pane.
Show All
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Company Name. The name of your company. (
Note: The company name does
not have to be the same as the filename for your company data.)
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Address. The address for your company as you want it to appear on invoices, checks, and other forms. You can also enter different addresses for
Shipping(appears on purchase orders) and
Legal(appears on 1099/1096).
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Country. The country for your company's address.
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Federal ID. The ID you use when filing your company's federal taxes.
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Phone Number, Fax Number, Website, Email address. Additional contact information for your company.
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Reporting Info. QuickBooks uses your fiscal year to set the date range for certain reports and graphs. For example, if your fiscal year begins on July 1st, the beginning date for reports based on your fiscal year is July 1st. (
Note: You can change the date range for any individual report or graph when you create it.)
To setup reporting info
Important: If you change the tax form, QuickBooks resets all of the associations between accounts and tax lines to <Unassigned>. You'll have to re-associate your accounts with tax lines for the new tax form you've chosen. For details, see
Adding new accounts.
- Choose the first month of your company's tax year. QuickBooks uses your tax year to create income tax summary and detail reports. For example, if your tax year begins on January 1st, your income tax reports show all tax related transactions from January 1 through December 31 of the current tax year. You can change the date range of any individual report to cover other tax years or periods when you create the report.
- Choose the first month of your company's fiscal year.
- Choose which income tax form you use.