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broper1
Level 1

How do I add a new general ledger account?

 
9 Comments 9
MichaelDL
Content Leader

How do I add a new general ledger account?

Happy Friday, @broper1.

 

It would be my pleasure to help you add a new general ledger account. Check out the instructions below to get started:

 

Creating a New General Ledger Account

  1. From QuickBooks Online, navigate to the Accounting tab and the Chart of Account section.
  2. Click New. Select an Account Type, Detail Type, and enter a Beginning Balance if there is one.
  3. Once finished, click Save and close.

We also offer a guide on creating new ledger accounts here for your convenience. I'm including a short video example of this below:

 

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.

Kath86
Level 1

How do I add a new general ledger account?

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!

Charies_M
Moderator

How do I add a new general ledger account?

Hello there, IrishDi5280.

 

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.

nhazewinkel
Level 1

How do I add a new general ledger account?

How do I get the new ledger account to show up in the "Banking" section of quickbooks online?

Kayla H
QuickBooks Team

How do I add a new general ledger account?

Hello, @nhazewinkel.

 

I can assist you with getting your GL account to show on your banking screen. In order for this to happen, you need to import a .csv file into the application. In a  few steps, you'll be able to import the CSV file. 

  1. Go to the Banking menu and select Banking.
  2. Choose the File Upload to get the CSV file you need.
  3. Click Browse to find the file you saved.
  4. Hit Next.
  5. From the QuickBooks Account drop-down list, select the appropriate bank or credit card account then choose Next.
  6. Map the statement fields according to your CSV file format and select Next.
  7. Check all the boxes on the transactions you need to import, then Next.
  8. When prompted to import now, hit Yes.
  9. Pick Let’s go! When the Import completed notification appears.

When the Import finishes, you will see a message pointing you to the Banking Window. All the new transactions appear here in the For Review tab.

 

Note: This will not update transactions automatically.

 

Once the import completes you will be able to see your G/L information in the Banking Window.

 

 

Please let me know if there's anything else I can do to be of assistance.I'm here any time you need me.

 

 

 

waleedsiddiqi
Level 1

How do I add a new general ledger account?

Which account do I need to choose, for my credit customer ?

Rea_M
QuickBooks Team

How do I add a new general ledger account?

Hello there, waleedsiddiqi.

 

I'm here to ensure you're able to verify the correct account for your customer credit. This way, you'll be able to keep your books accurate.  

 

You can create a credit to your customer (Credit memo) once they paid you more than what was owed, returning a product, requesting a refund, or if you’re rewarding them with a store credit. It'll be posted in your Accounts Receivable (A/R) and income accounts.

 

Let's check which accounts your Credit memo transactions posted by pulling up a Transaction Journal report.

  1. Go to the Sales menu.
  2. Select All Sales.
  3. Click the Filter drop-down, then choose Credit memos in the Type field.
  4. Select Apply.
  5. Click the Credit memo transaction to open.
  6. Select More, then choose Transaction Journal.

 

Once done, view the Account column to verify which account it's posted. You can also pull up the Journal report in the Reports menu. Then customize it to display only the Credit memo transactions.

 

If you wish to learn about the difference between a Credit Memo or Delayed Credit, you can refer to this article for the detailed information: Handle a customer credit or overpayment in QuickBooks Online. It also contains steps on how to create them in your QuickBooks account.

 

I'd also recommend consulting with your accountant for guidance on how to categorize your customer credit. They can help you organize your company's financial operations.

 

Please let me know if you have other concerns. I'm just around to help.

Mr_International
Level 1

How do I add a new general ledger account?

This is hilarious - is there ANY way to enlarge that help video?!  I need a magnifying glass to see it.

Divina_N
QuickBooks Team

How do I add a new general ledger account?

I'm here to ensure you'll be able to enlarge the view of the help video, @Mr_International.

 

When accessing help videos, you can simply click the Full-screen icon at the bottom right part to enlarge the view. In case you're having trouble doing this, you can also maximize the display settings of your browser's page. Let me guide you how:

 

For Google Chrome

  1. From the upper right, click the menu (three dots) icon.
  2. Then, locate the Zoom option.
  3. Next, select the plus (+) to zoom in and make the page larger. It should be set to 100% or lower to display the full page.
  4. This will work on any page that's either too big or too small, not just QuickBooks Online.

 

If this does not work, you can also configure your computer's display settings:

For Windows 7

  1. On your desktop screen, right-click any blank spot.
  2. Next, choose Screen Resolution. Make sure that the screen resolution is set to 1024x768 or higher.
  3. Then, select Make text and other items larger or smaller and make sure that the DPI is set to Smaller - 100%.

 

For more information details, please see this article: Unable to see the entire page in QuickBooks Online. This also includes steps on how you change the display settings for other browsers and computers.

 

Feel free to browse our QuickBooks Help page in case you need articles to guide you in any of your QuickBooks tasks. You can also bookmark the articles for easy access in the future.

 

You can always leave a comment below if you have any other concerns about enlarging help videos for QuickBooks. I'm just around the corner to assist you. Have a good one. 

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