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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