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Level 2

Add new Account from within invoice

Hello,

If I select "Add new" from the account drop down bar from within a invoice would it take me directly to choose an account type located in the chart of accounts? I'm unable to perform this action as I was not granted full administration rights in QuickBooks.  

 

Much Appreciated,

 

Add New

 

Charts of Accounts

2 Comments
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Community Champion

Add new Account from within invoice

Restricted rights would definitely prevent you from adding an item or account. You have 2 choices, ask your Admin to do it, or ask your Admin to adjust your privs

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QuickBooks Team

Add new Account from within invoice

Thanks for sharing a screenshot, @Yannick M.

 

And yes, you got it right. If you select Add new from the account drop-down menu in the invoice window, it'll route you to the Chart of Accounts window. In addition to john-pero, you'll want to have the approval of your Admin to be able to perform this.

 

Nonetheless, here's an article you can read for reference. This can guide you through the steps in creating a new account in your Chart of Accounts: Create, edit, or delete account in QuickBooks Desktop.

 

Additionally, you'll want to consult with your accountant for guidance in choosing the right account. This way, we'll ensure the records of your book are accurate.

 

Also, I'm adding this great article that provides detailed steps on how you can personalize your invoice template: Use and customize form templates.

 

You can always get back to me whenever you have other questions. I'm only a post away. Keep safe and take care!

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