Accessing Company Information Details in QuickBooks

To view and manage company information in QuickBooks, follow these steps:

1. Log In: Sign in to QuickBooks account.
2. Open Settings: Click on the settings icon.
3. Navigate to Company Information: Under the “Your Company” section, click the “Account and Settings” link.

Once in the Account and Settings section, the following company information and preferences can be fetched:

• Company Name: The official name of the company.
• Legal Name: The legal name of the company, if different from the official name.
• Company Logo: The logo used on company documents.
• Tax Registration Number (TRN): The company’s tax identification number.
• Company Type: The classification of the business.
• Contact Info: Phone number, email, and other contact details.
• Company Address: Physical address of the company.
• Customize Forms: Customize how forms appear to customers.
• Sales Form Content: Manage content displayed on sales forms.
• Preferred Invoice Terms: Set default terms for invoices.
• Preferred Delivery Method: Choose the default method for delivering documents.
• Custom Fields: Create custom fields for specific needs.
• Custom Transaction Numbers: Enable custom numbering for transactions.
• First Day of Work Week: Set the starting day of the workweek.
• Timesheet Preferences: Manage timesheet settings, such as showing service fields and billing options.
• First Month of Financial Year: Set the starting month of the financial year.
• First Month of Tax Year: Set the starting month of the tax year.
• Accounting Method: Choose between accrual and cash accounting.
• Default Tax Rate Selection: Set the default tax rate, either inclusive or exclusive of tax.
• Track Classes and Locations: Enable tracking of classes and locations for better organization.
• Pre-fill Forms: Automatically pre-fill forms with previously entered content.
• Automatically Invoice Unbilled Activity: Enable automatic invoicing for unbilled activities.
• Automatically Apply Bill Payments: Enable automatic application of bill payments.
• Projects: Organize job-related activities in one place.
• Language: Select the preferred language.
• Currency: Set the home currency and manage currency formats.
• Date Format: Choose the preferred date format.
• Warn for Duplicate Cheque Numbers: Enable warnings for duplicate cheque numbers.