Gear Icon in QuickBooks: Detailed Explanation

Gear Icon in Quickbooks

Quickbooks has gained a lot of popularity among business organizations because of its features including smart financing tools, and fair and affordable pricing. Due to its excellent features, Quickbook users always put a query like How to download Quickbooks?, and What is the gear icon in Quickbooks? If you are confused about the gear icon in QuickBooks then don’t worry, this blog is for you. The gear icon is used by QuickBooks users that are used to open program settings. Quickbooks has a lot of smart tools that are accessed by a gear icon only. So it is necessary to know about the gear icon. In this blog, we will briefly discuss every detail about the gear icon and where the gear icon in QuickBooks is found.

What is the Gear Icon in QuickBooks Desktop?

The gear icon is used to show you the software settings option from which you can do a task. It is very important to know that through the help of settings, you can use the QuickBooks tools. When the user logs into the QuickBooks software, the user can able to see the gear icon. However, depending on the software version, its placement might be changed.  Before finding where is a gear icon, you first need to know what it can do.

What does Gear Icon do?

Gear Icon will help you provide many smart financial tools and other features, including settings, tools, lists, and companies. Here we will briefly discuss all the following tools and their purpose.

Lists

The list will help you view all your recurring transactions and the products and services. It will allow you to discover the recurring transactions. It also helps users to access multiple options from the lists and allows them to add or modify according to their requirements.

Company 

It will manage QuickBooks users and the overall QuickBooks account. This is one of the best features of QuickBooks for QuickBooks users. This option will help you to manage your account settings. It will let you set up the QuickBooks account and other account settings.

Settings 

The setting option in the software will help you perform all the adjustments to the program and hardware. It will help users perform all the software operations easily as it contains setting options in the gear icon. By using the setting, users can use templates in transactions, update, and set up the fields. Users can also change or upgrade the company information. With the help of this, you can also customize the field that is needed in a transaction.

Tools

This tool option in the gear icon will help users to accommodate banks and set up budgets. Users can also import the chart of accounts and lists of items in QuickBooks. With this, you can check your orders, audit your logs, and export data.

Steps to Find the Gear Icon in QuickBooks

Gear icons will be present at a similar location. Depending upon their version, It might be possible that the icon placement changed. Most Probably it will get you at the upper corner of the QuickBooks. Read the step-by-step instructions to help you find the location of the gear icon in QuickBooks. 

Step 1. Open the QuickBooks Software.

Step2. Then you have to find the “Create” option. It is represented by (+) symbol.  

Step 3. Find the “help” option that is represented by the (?) symbol.

Step 4. You will find the gear setting icon( Setting) between the create (+) and help(?) icon.

Step 5. Here you will find the gear icon in the QuickBooks online.

What Should You Do if Gear Icon Disappears in QuickBooks?

This issue occurs when the user cannot see the gear icon in the QuickBooks.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

We hope that you know very well about the gear icon in QuickBooks. In this blog, all the essential methods for finding the gear icon in QB are provided with steps. If you face any problem with the gear icon and regarding QuickBooks, you can get help from QuickBooks Desktop Support.

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