With these instructions, you can create new ledger accounts whenever you need with ease. Please don't hesitate to reach out to me here should you have any further questions, I want to make sure you're taken care of. Thanks for coming to the Community and take care.
I have accountant access to my client's books. Client agreed to additional accounts needed. I followed the instructions above to create a new GL account; but when I click on "New", the only option is "Import." The company has gone through numerous accountants -- is this something in the set up, or is there something I need to do differently in order to create new accounts in the CoA? Thanks!
Let's get this sorted out so you can successfully create a new General Ledger account in QuickBooks Online (QBO).
Seems that you're clicking the drop-down arrow from the New button on your Chart of Accounts. This is the reason why you're seeing the Import option. No need to click the drop down, just hit the New button and the window to create an account will pop-up.
From there you can start filling up the information needed to set up an account and you should be all set.
If you have further questions or clarifications about this, don't hesitate to reach back to me as I'm always happy to help.