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Setting up company preferences

To set up company preferences:

  1. From the > Setup menu, click Company > Preferences.
  2. Set up general preferences.
  3. Set up balance sheet and income statement account preferences.
  4. Set up project preferences.
  5. Set up scheduling preferences.
  6. Set up billing preferences.
  7. Set up payroll preferences.
  8. Set up time and expense entry preferences.
  9. Set up system preferences.
  10. Set up Alert Email Settings preferences.
  11. Set up Integration preferences.
  12. Click Save.

 

 

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