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Add an account to your chart of accounts in QuickBooks Online

by Intuit23 Updated 1 week ago

The chart of accounts is a list of all of your accounts in QuickBooks. When you create your company file, QuickBooks automatically customises your chart of accounts based on your business entity.

This page will help you add an account to your chart of accounts in QuickBooks. Keeping your chart of accounts organised can be helpful when it’s time to file taxes. One thing to keep in mind as you’re adding accounts is your usage limit.

If you see a message about usage limits, you've reached the maximum number of accounts allowed for your current QuickBooks plan. If you have accounts you no longer use, make them inactive so you can add new ones. Learn more about usage limits.

You can add more accounts anytime (within your usage limits) you need to track other types of categories. Adding a new account would allow you to track more categories. Here's how to add more accounts to your chart of accounts.

Add a new account

Follow this link to complete the steps in product Open this link in a new window

  1. Select New.
  2. Enter an Account name
  3. Select an Account type, then select the Detail type from the dropdown.
    Find out more about account and detail types.
  4. If this account is a subaccount, tick Make this a subaccount, and select the Parent account it should be under.
    Find out more about parent accounts and subaccounts.
  5. If you select Cash and cash equivalents, Assets, Credit card, Liabilities, or Owner's equity for the account type field, enter the Opening Balance, and fill out the starting date in the As of field.
  6. (Optional) Add a Description to add extra information about this account. 
  7. Select Save
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