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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?
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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!

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