When might you use the Setup screen in the Books review feature?

The Setup screen in the Books review feature is primarily utilized for configuring and adjusting the fundamental aspects of a company's accounting framework, which includes managing the chart of accounts. When you change chart of account names, it directly relates to setting up the system to reflect the financial structure and needs of the business. This involves ensuring that the account names accurately describe their purposes, which is critical for financial reporting and analysis.

The other options, while relevant to maintaining the overall system, do not typically depend on the Setup screen in the same way. For instance, adding new users usually happens within a user management or permissions section, which isn’t specifically tied to the setups for accounts. Updating transaction categories may be part of maintaining records but does not usually require adjustments found in a setup context. Exporting reports typically involves selecting reports and output formats rather than changing fundamental structural settings within the accounting platform.