Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
October 3, 2020
Question

I'm integrating with Vetter Software and attempting to set it up. How do I setup a "services account" in chart of accounts?

  • October 3, 2020
  • 1 reply
  • 1 view
No text available

1 reply

DivinaMercy_N
Moderator
October 3, 2020

I'm here to help your setup services account in your Chart of Accounts, @copperdogvet.

 

Here's how:

 

  1. Go to Settings, click Chart of Accounts.
  2. Select New to create a new account.
  3. In the Account Type drop-down menu choose an account type.
  4. Under the Detail Type drop-down, pick the detail type that best fits the types of transactions you want to track.
  5. Give your new account a name. 
  6. Hit Save and Close.

For more details, please see this article: Add an account to your chart of accounts in QBO

 

Here's the article that will give you an overview of the Chart of Accounts in QuickBooks: Understand the Chart of Account.

 

You can always get back here if you have other concerns or questions about setting up accounts in COA. I'll be here to help you. Stay safe and take care always.