Settings ▸ Books holds where the portfolio is kept, the defaults a new company starts from, your organization's account names for scanned statements, and the switch for the sync email.
Mac appAvailable
Windows appAvailableIt is the Books sheet under the gear in the Portfolio toolbar, not a Settings tab.
Settings ▸ Books is a tab of the Settings window. Press ⌘, to open Settings. The Books tab is there in both the normal view and the advanced view. There is no switch to turn the books on or off.
The Books tab. The folder shown is a made-up one.
Portfolio location
Books folder shows where the portfolio is kept. There is one portfolio per Mac. By default Haruno keeps it in its own folder, which you never need to open. A report leaves through an export.
Reveal in Finder shows the folder.
Change… moves the books, whole, into an empty folder that you pick.
Use Default Location moves them back. It shows once the books are somewhere else.
Moving the books ends any chat in progress. You can reopen it from History. A folder in your home folder or on a drive is fine. A synced place such as iCloud Drive asks you to confirm first, with Move Anyway. Haruno asks for an empty folder, and refuses one inside the books.
A move is refused while a close or a draft is running, and the page says so. Moving across drives copies the books first and removes the old ones only once the new place is in use.
New company defaults
These are what Haruno suggests when you set up a new company.
Setting
What it is
Materiality
The size below which a difference is not worth a finding
Capitalization threshold
A purchase at or above this is treated as an asset, not an expense
Useful life (months)
How long an asset is written off over
Depreciation
How it is spread. Straight line is the only choice
Currency
The currency to suggest
Fiscal year starts
The month the year opens
The starting values are 1,000 for materiality, 2,500 for the capitalization threshold, 60 months, USD and January.
They are suggestions. Answering a company's own setup questions replaces them for that company. Changing them here never restates a month that is already closed.
Account names
When you are signed in, an Account names section sits between the defaults and the QuickBooks section. It lists the names your organization saved for the lines of scanned statements, with Remove next to the names you may remove. Haruno checks scanned statements in Traditional Chinese against them. See Account names for scanned statements.
The sync email
When you are signed in and have QuickBooks companies, a QuickBooks section shows the switch Email me a summary after scheduled syncs. It says which address the updates go to. The same switch is in the Sync QuickBooks task. See Scheduled QuickBooks sync.