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New user with QBO.
I have set up QBO with a default chart of accounts (COA). I cannot seem to ADD a new account to this list. On the COA page it says I am using 2 of 250 accounts in my plan. When I click on the green NEW button, all I get is IMPORT. I do not see the new Account entry screen.
The only thing I have done is connect to a bank account and upload to QBO the bank register, which seems to have work out OK.
I have used 2 browsers (Chrome v96 and MS Edge v96), cleared out each browser cache, rebooted the PC. Any ideas? Thanks.
Mark
I'd be glad to help you with adding an account to the Chart of Accounts, TheNailHive.
Since you're unable to add an account in a chart of accounts, I'd recommend checking your browser. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause problems on certain webpages.
To start, let's try using a private browser to isolate the issue, you can use aside from chrome and edge. The steps vary per browser used:
If you're able to see it option after using a private browser, you can switch back to the regular browser (Ctrl + N) then clear your browser's cache.
Here's an article to help you clear the cache: Clear the temporary Internet files and cache.
In the issue persists, you'll want to get in touch with our Customer Care team. They'll be able to pull up your account in a secure environment, conduct further research, and create an investigation ticket if necessary.
Here's how:
Additionally, I'm including articles that contain further information on this: Learn how to set up and add accounts to your chart of accounts.
Please feel free to get back to me here for any additional questions about adding an account in your chart of accounts. I always have your back. Thanks for dropping in, and cheers for more success!
Thanks for the reply...
I have previously purged the history/cache of each of the two browsers (Chrome and Edge). I have rebooted the PC after these events. No change.
I will indeed contact the Customer Care Team shortly...
Best,
Mark D
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