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Everything you need to know about connecting your bank and credit cards in QuickBooks Online
Jt72
Level 2

Chart of accounts

Hi

I have been using quickbooks online the last couple of years (but still not up to scratch with it all) but recently there have been updates and  changes, so could someone please help me with the Chart of Accounts, previously all the accounts had Account History at the end of the line but now some of them have changed to Run Report, why ? What does this mean ?So when my Accountant asked for a Trial Balance all the accounts that have changed to Run Report were not included so all of the calculations are wrong ? Do they all need to edited in some way ? I am so confused.

Also what has happened to the option Speak to Human 

1 REPLY 1
JessT
Moderator

Chart of accounts

Hi Jt72,

 

Thank you for reaching out to the QuickBooks Community. I'll help you with your 

 

In QuickBooks Online, the availability of View History or Run Report options for accounts can depend on the type of account and the specific actions that can be performed on their transactions. 

 

The View History option is typically available for accounts where you can add, delete, or modify transactions within the accounts. Most account that have this option as the Balance Sheet accounts.

 

On the other hand, the Run Report option is available for accounts where you can generate specific reports related to the transactions, balances, and activity associated with that particular account.

 

The availability of these options may vary based on the functionality and purpose of each account within QuickBooks Online.

 

 

With regards contacting our phone team, you follow the on-screen instructions on this website: https://quickbooks.intuit.com/uk/contact/

 

Let me know if you have other questions in mind. Take care and have a nice day!!

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