Need to update your account details or payment information for QuickBooks Desktop? Click here for our step-by-step guide.
Need help running payroll?Watch our video or read the guide in our Product Tutorial.
How do I set up a new client with specific chart of accounts?
The chart of accounts is the heart of your bookkeeping. QuickBooks Online automatically sets it up for you when you create a company file. You also have the flexibility to import a chart of accounts or add new accounts in the file if needed. I'd be happy to show you how.
To add a new account in your chart of accounts is a pretty straightforward process.
Go to Settings ⚙, then select Chart of Accounts.
Select New to create a new account.
In the Account Type ▼ dropdown menu choose an account type.
In the Detail Type ▼ dropdown, select the detail type that best fits types of transactions you want to track
Give your new account a name. You can use the info under the detail type to add a name that fits.
Add a description.
If you’re adding a sub-account, select Is sub-account and then enter the parent account.