How do you add an account to Simple start? I have the gear icon but no manage access.

Hey there!

Before I jump in, I just want to make sure I’m clear on your questions so I can help you out better.

When you say “add an account,” do you mean adding a financial account to your Chart of Accounts (COA)? And by “manage access,” are you looking to give someone else access to your QuickBooks?

If you’re talking about adding an account to your COA, here’s how you can do it:

1. Click the Gear icon and pick Chart of accounts.
2. Hit New account and type in the Account name.
3. Choose an Account type and then choose the Detail type from the dropdown.
4. If this is a subaccount, check Make this a subaccount of and select the Parent account. 
5. If your account is a Bank, Asset, Credit Card, Liabilities, or Equity type, go ahead and enter the Opening balance, plus the starting date in the As of field.
6. (Optional) Add a Description if you want to include extra info.
7. When you’re done, click Save.

If you meant giving someone else access to your QuickBooks, here’s a helpful article to get you started: Add and manage users.

Got any other questions about QuickBooks? Just let us know, we're happy to help!