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StPaulInc
Level 1

Chart of Accounts - QB Online to QB for MAC Desktop

Hi all -  I know enough about QB to be dangerous....I am switching from QB online to QB for MAC 2020, and my chart of accounts converted WITHOUT my numbers on my account. 

Is there anything  I can do to get those numbers back?  Are they hidden or did they not make it in the conversion?

Pics below.

Pic 1 is New Chart of account in QB Desktop for Mac

Pic 2 is old Chart of Accounts in QB OnlineScreen Shot 2020-01-30 at 9.23.09 AM.png Screen Shot 2020-01-30 at 9.23.00 AM.png

 

 

Screen Shot 2020-01-30 at 9.23.00 AM.png

 

1 Comment
Ashley H
QuickBooks Team

Chart of Accounts - QB Online to QB for MAC Desktop

Hello there, @StPaulInc. Thanks for reaching out to the Community.

 

I'm here to provide steps on how to turn on the preference to show account numbers in your Chart of Accounts.

 

The steps I've provided below is how you can set up your Chart of Accounts to show account numbers next to each account name:

  1. Go to Preferences, then Transactions.
  2. Mark the Use account numbers checkbox.
  3. (Optional) Mark the Show lowest subaccount only checkbox. This option shows you only the account you're working with when entering transactions.

If you 're needing to number your accounts, here's how:

  1. Go to Lists, then Chart of Accounts.
  2. Select the account name and click Edit at the bottom of the Chart of Accounts.
  3. In the Number field, enter the number of the account. You don't have to assign account numbers 
    to your Sales Tax Payable or Undeposited Funds accounts. QuickBooks assigns numbers to these 
    accounts automatically.

Here's a couple things to note:

  • QuickBooks inserts the account number before the account name in the Chart of Accounts. The account number 
    also appears in Account fields, in reports that list the account, and on graphs.
  • If you turn off account numbers, QuickBooks doesn't display numbers for accounts. However, it saves numbers 
    you already entered, and displays them if you turn the preference on again.

Let me know if this worked for you! I'm always here if you need anything else. Have a wonderful day.

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