Where is the Gear Icon in QuickBooks Desktop and Online?

What Do You Mean by Gear Icon

Intuit has some features that make QuickBooks a popular software. It remembers that the software’s user interface should be sufficiently practical, so it releases updates that improve accessibility and ease of use. In QuickBooks, the gear symbol is important to improve the software’s accessibility to its functionalities.

The gear symbol in QuickBooks is a button that opens up different features. Most of the time, it is found in the upper right corner and signifies the settings tab. Through QuickBooks, you may quickly access several additional features by using the gear icon.

Where is the Gear Icon in QuickBooks Desktop and Online?

Knowing what the gear icon in QuickBooks Desktop and Online looks like might be quite helpful when trying to find it. This icon is usually found in QuickBooks’ upper right corner.

  • Begin by opening QuickBooks.
  • On the top right corner, there are three options, now check the one that looks like a wheel
  • Right there is the gear icon.

Option 1: In QuickBooks Desktop

QuickBooks Desktop has an option for Company Name. This option is helpful for things like the name of your file. The Gear symbol is conveniently located beside this. You can visit the settings and begin the necessary processes as soon as you get access to them.

To learn more about the location of the Gear symbol in QuickBooks Desktop, follow these steps:

  • Make sure QuickBooks Desktop is up and running.
  • Click or tap the Company Name option.
  • Check the button is available next to the Company name. It is easily identified as the Gear icon for QuickBooks Desktop.

Option 2: On QuickBooks Desktop Pro 2022/2019/2017

You can find QuickBooks Desktop Pro versions in 2019, 2017, and other years. The Gear icon is located in the upper right-hand corner of QuickBooks Desktop 2022, 2017, or Pro 2019, to be more accurate In both versions, the icon is situated close to the Help menu. This is where the mentioned icon or symbol can be found in software versions from the same year.

  • Open QuickBooks Desktop Pro 2019 or QuickBooks Desktop 2017 and see what happens.
  • Then check the upper corner of the software. These are the options that are visible to you:
    • “Plus” or “+”
    • “?” or “Assist”
  • There should be a round icon positioned in between the choices listed above. This will show you where is the gear/settings icon in QuickBooks Desktop Pro 2022, 2019, or 2017.

Services and Features of the Gear Icon

Lots of features are provided within the gear icon that a user can access easily. We will explore what things are covered under these features. So, let’s explore.

  • Settings: The feature enables you to update the company data, set up fields, and use templated within the transactions.
  • Lists: Click on this tab and view the list of services and products and recurring records.
  • Tools: This tab helps in reconciling with the bank and setting the budget. The user can easily import the items list and chart of accounts with this service.
  • Company: This is the last feature that assists you to manage the whole QuickBooks users and their accounts.

What Should You Do if Gear Icon Disappears in QuickBooks?

This issue occurs when the user cannot see the gear icon in QuickBooks online. This may happen due to the updates in the QuickBooks feature. To solve this issue, refresh the page with the help of shortcut key f5, if you are still facing this issue then follow the below steps.

Methods 1- Steps to resolve the Disappear Issue of Gear Icon:-

Step 1. The first step is to open the QuickBooks software in the incognito windows.

For Google Chrome short cut key is -Ctrl+ shift + N

For Internet Explorer- Use Ctrl+Shift+P

For Mozilla Firefox: Use Ctrl+Shift+P

For Safari -Command + Shift +N

Step 2. Now Check the gear icon in incognito mode, if its icon is available there then it means it is visible.

Step 3. Now come to your main browser, and clear all the cache to solve browser-related issues.

Methods 2- Clear your Browser Cache on the Internet Explorer browser

Step 1. The first step is to open the “Internet Explorer” web browser.

Step 2. Click on the three vertical dots that are at the upper corner to go to the settings.

Step 3. Click on “Settings”.

Step 4. Then choose “Privacy and Settings”.

Step 5. click “Clear Browsing data “.

Step 6. At last, click on“Clear Now”.

Methods 3- Clear your Browser Cache on the Google Chrome

Step 1. Open “Google Chrome” on your PC.

Step 2. Go to “Settings”.

Step 3. Now hit “Clear Browsing Data “.

Step A dialog will appear on your screen.

Step 5. Select the time range.

Step 6. Hit on the Dropdown Menu.

Step 7. Choose all time.

Step 8. Mark all the checkboxes and click on “Clear Data “.

Methods 4- Clear your Browser Cache on the Mozilla Firefox

Step 1- Open your Mozilla Firefox.

Step 2- then Click on the options.

Step 3- From cookies and site data, choose the “Clear data” option.

Step 4- Check all the marks and click on the remove.

Step 5- Choose the Clear Option and then close it.

Methods 5- Clear your Browser Cache on the Safari

Step 1. Open your Safari Browser.

Step 2. Click on the History.

Step 3. Then hit on the clear history button.

Step 4. Choose the Pop-up option.

Step 5. The last step is to select the time and date.

Conclusion

All in all, the gear icon in QuickBooks is an essential tool that provides access to various settings and features within the software. It allows you to customize your company settings, manage your chart of accounts, set up automation and reminders, and more. We hope that you will find the answer to all your questions, can’t find gear icon in QuickBooks desktop by reading our article. As we tried to mention every detail related to Gear Icon in QuickBooks. In case, still you have any queries you can ask us via chat or call.

Frequently Asked Questions

Q1. How can I find the Settings icon in QuickBooks?

  • To initiate, head towards the top right corner of QuickBooks.
  • Select the Gear icon.
  • A new window will pop up.
  • Just choose Account.
  • Thereafter, tap on Settings.

Q2. What to do if receive an error after tapping the gear icon?

If you have encountered this issue then make sure to contact the support team of QuickBooks for further assistance and guidance.

Q3. Why cannot I locate the gear icon in QuickBooks Online?

It could be happened due to the compatibility issues between the different browsers. However, you can resolve it easily by following the above solutions.

Q4. What Functions can I Access through the Gear Icon?
Through the Gear Icon, you can access a range of functions such as managing your company settings, customizing your account, setting up a chart of accounts, managing users, accessing reports, and more.

Q5. Is it Possible to Manage Users through the Gear Icon?
Yes, you can manage users and their access permissions by clicking on the Gear Icon and selecting Manage Users under the Your Company section. From here, you can invite new users, set permissions, and manage existing users.

 

 

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