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Everything you need to know about banking in QuickBooks Online - Discover more
lmmbox2018-gmail
New Member

I created the petty cash account as instructed but don't know where/how to view the account to use it?

 
1 REPLY 1
ErwinQ
QuickBooks Team

I created the petty cash account as instructed but don't know where/how to view the account to use it?

I'm here to guide you on how you can view your petty cash account to use it in your transactions in QuickBooks Online (QBO), lmmbox.

 

Once you successfully create a petty account, it will display on the Chart of the account page. To locate it, you can use the search button. I'll show you how:

 

  1. Go to the Transactions menu.
  2. Select Charts of accounts.
  3. Type in Petty Cash account in the search tab

 

I've attached screenshots for visual reference.

 

image (11).png

After you locate and use it in the transaction, you'll have to double-click the account. 

 

image (12).png

Here are some articles to help you choose the appropriate detail type for your transactions when you create a new account or category and manage your chart of accounts:

 

 

If you have more concerns regarding your accounts in QBO, feel free to reply. I'm always ready to lend a hand. Stay safe.

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