Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

Does QB help with setting up a chart of accounts as part of my subscription to Simple Start?

Will a consultation help me set up QB for the first time?
1 Comment
QuickBooks Team

Does QB help with setting up a chart of accounts as part of my subscription to Simple Start?

Thanks for allowing QuickBooks to serve you with your business needs, @ktkc118-gmail-co.


I'm here to help you add your accounts to the Chart of Accounts in QuickBooks Online. This can be done in just a few clicks.

 

Let's get this started:

  1. Go to the Gear icon at the top and select on Chart of Accounts
  2. Select New to create a new account.
  3. In the Account Type ▼ drop-down, choose an account type.
  4. From the Detail Type ▼ drop-down, select the detail type that best fits the transactions you want to track. Learn more about detail types.
  5. Enter the account a name. 
  6. Add a description. 
  7. If this is a sub-account of an existing account, select Is sub-account and then enter the parent account. Learn more about parent accounts and subaccounts.
  8. Now let's make sure the account in QuickBooks matches your real-life bank or credit card account. In the When do you want to start tracking your finances ▼ drop-down, choose when you want to start tracking the transactions
  9. When you're done, select Save and Close.

For complete details about this process, please refer to this link: Add an account to your chart of accounts in QuickBooks Online.

 

On the other hand, I've got here a reference that you can read through to give you more tips about the accounts that you can add to the system and on what are their functions: Learn about the chart of accounts in QuickBooks.

 

Please get back to me if you need more help or if you have any other questions concerning QuickBooks. I'll make sure you're all set. Have a lovely day!

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us