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CSSsomd
Level 2

List of example account names

I'm using QB Premier 2021 Nonprofit edition.  When creating new accounts, it has a button labeled "Select from Examples."  Sometimes it's not enabled when I want to use it for ideas, so I was wondering if there is a list of the same examples somewhere else?

5 Comments 5
RenjolynC
QuickBooks Team

List of example account names

Good day, CSSsomd.

 

I'd like to know more where you see the Select from Examples button. Do you see this option in the Add New Account window from the Lists > Chart of Accounts? Can you provide a sample screenshot of the page? Please make sure to gray out any sensitive information for security purposes.

 

I appreciate any details you can add. Feel free to leave a reply below and I'll get back to you as soon as possible. Thank you in advance.   

 

 

CSSsomd
Level 2

List of example account names

Yes, that is where it's from.  Attached is a PDF with a screenshot

Mark_R
Moderator

List of example account names

Thank you for getting back to us, @CSSsomd.

 

QuickBooks Desktop doesn't have a list of same examples showing when creating new accounts.

 

Please know that you can only select examples from the Select from Examples button. I understand that some categories/accounts don't have an option to select examples. However, the Select from Examples button is working as designed.

 

I'm adding this article to learn more about adding new accounts in the Chart of Accounts: Add, edit, or delete accounts in QuickBooks Desktop.

 

Once you've entered your accounts successfully, you can now record your transactions in QuickBooks Desktop. For more guidance, feel free to check out these articles:

 

 

Please let me know if you need clarification about creating new accounts. I'll be standing by for your response. 

CSSsomd
Level 2

List of example account names

That doesn't address my question - what I asked was whether there was any way to obtain or see the full list of examples other than via that button.  For example, do you have a list somewhere online or in a help document? Or can you get it from your programmers and just post it as a response to this question? - Thanks

AileneA
Moderator

List of example account names

Hello, CSSsomd. 

 

We hear you, and we're continuously improving to enhance our customer's experience program features while using QuickBooks.  

 

I understand how the full list of example you're looking for is beneficial to your business. To ensure your voice is heard, I can pass along another feature request on my end.  

 

The more request this gets, the more likely it'll be part of future enhancements. We always value customers who are keen to give us their feedback. I’ll be sure to follow-up on this matter with our managerial team. This way, they could come up with the appropriate course of action to improve QuickBooks as soon as possible.  

 

For the time being, you can visit our product updates and sign up to our Newsletter. This way, you’ll receive email updates about new changes in the product. Our developers get inspiration from customers, so your voice makes a huge impact.  

  

Please know that our doors are open for any additional concerns about QuickBooks. Just leave us a message below, and I'll ensure to take care of them. Keep safe.

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