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bruceoro-retrain
Level 1

How do I set up a new client with specific chart of accounts?

 
1 Comment 1
PatriciaT
QuickBooks Team

How do I set up a new client with specific chart of accounts?

Hi bruceoro-retrain,

 

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.

  1. Go to Settings ⚙, then select Chart of Accounts.
  2. Select New to create a new account.
  3. In the Account Type ▼ dropdown menu choose an account type.
  4. In the Detail Type ▼ dropdown, select the detail type that best fits types of transactions you want to track
  5. Give your new account a name. You can use the info under the detail type to add a name that fits.
  6. Add a description.
  7. If you’re adding a sub-account, select Is sub-account and then enter the parent account.
  8. Select Save and Close.

Here's an article for your reference: Add an account to your chart of accounts in QuickBooks Online

 

You can also import an existing chart of accounts in the system. Here's how: Move your chart of accounts to QuickBooks Online

 

You're now good to go to set up your client's account as you'd like. You may also find these other articles useful.

Have a great day!

 

 

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