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AGSwope1
Level 1

Modifying QBOA chart of accounts

I recently installed the Quick Books Online Accountant and have been exploring it.  So far I have not found any way to change the Chart of Accounts, adding, deleting or changing accounts.  How do I do that?  Thanks.

1 Comment
JenoP
QuickBooks Team

Modifying QBOA chart of accounts

We're glad you've given QuickBooks a chance to help with your business, AGSwope1.

 

I'd be glad to share the steps on how you can manage your Chart of Accounts. Follow these steps to add an account:

 

  1. Go to the Accounting menu and select Chart of Accounts.
  2. Click New in the upper-right hand corner.
  3. Select the correct Type and Detail Type of the new accounts.
  4. Enter the name of the account and any other details.
  5. Click Save and close.

To edit an existing account, click the drop-down list beside Vie Register or View Report. Then, click Edit. You can also click the Make Inactive option if you want to remove it from your Chart of Accounts. Let me share these guides that can help you further with this:

 

You can also give us another visit if you have other questions while exploring it. We're always here to be your guide. 

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