Hi @gsrrob :
By default, the setting for account numbers is off. go To the gear on the top right side, account settings>advanced>and edit chart of accts>enable account numbers. See pic below.
Lynda
Hello, @gsrrob.
In QuickBooks Online (QBO,) account numbers are manually entered. Let me show you how it's done. First, you need to enable the option and manually allocate for each account in your Chart of Accounts by following the steps below.
To enable, here's how:
Once finished, let's assigned the numbers to your accounts. Here's how:
You’ll now see the number in the Number field in your Chart of Accounts. This will also appear in the Name area in front of the account's title.
If you view your Balance Sheet, you will now see your accounts in order by number instead of alphabetically. This can be a great way to better organize your accounts.
That's it. For the detailed steps, you can refer to this article: How to Enable and Use Account Numbers.
Should you have other questions about QuickBooks features, let me know by leaving a comment. I'm just around if you need help. Have a great day!
Can anyone help with QuickBooks desktop (not Online)? The first step for the answer re enabling account numbers is to click the gear box, but I don't seem to have a gear box icon.
Thank you!
Hello, Bob.
I'm happy to help you re-enable the account numbers in QuickBooks Desktop.
You'll want to go to your Preferences to enable account number feature. Here are the steps:
If you need to add an account number to your existing accounts, you'll want to follow these steps:
You can learn more about managing your Chart of Accounts here: Learn about the chart of accounts in QuickBooks.
If you're using the Online Bank Feeds in QuickBooks, you can read this article in case you need help managing your bank transactions: Add and match Bank Feed transactions in QuickBooks Desktop.
Need more help managing your Chart of Accounts? Please let me know what you need to accomplish. I'm always here to assist. If you have questions about other processes in the Desktop platform, you can add them to your reply.
Hello - jamespaul,
OK, I found your reply. Thank you again! Will give this a whirl.
Bob from Star
Hello,
I have added an account number to my Chart of Accounts. I have two Fee Income accounts that are associated with my Chart of Accounts. What I run my P&L for both Fee Income accounts I can see that New account # I have added. But, when I run the P&L just for that Fee Income account it is not there.
Also, my "Use Account Numbers" is checked under Company Preferences. How do I get that account # to show?
Account numbers is Enabled in Settings but when I create an invoice there's no account codes to choose in the dropdown box.
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