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michele-stellerr
Level 1

I am adding numbers to the chart of accounts. when I edit the description and add the number it does not show it to the account or when you print a balance sheet.

10100 WF Checking Account 10200 WF Savings Account
3 Comments 3
Candice C
QuickBooks Team

I am adding numbers to the chart of accounts. when I edit the description and add the number it does not show it to the account or when you print a balance sheet.

Good evening, @michele-stellerr

 

Congrats on making your first post here in the Community. Allow me to provide you with some information about numbers on the chart of accounts

 

Let's try adding these numbers to the name of the chart of account again. Here's how: 

 

  1. Go to the Accounting tab on the left-hand menu bar. 
  2. Choose the Chart of accounts portion of the page. 
  3. From the "Action" column, press the drop-down and pick Edit.  

 

 

       4. Make changes to the Number field. 

       5. Hit Save and Close

 

 

Afterward, refresh the browser or sign out, then back in. Now, you should see the changes made on the reports and account. 

 

I hope my reply finds you with a smile. Should you need any further assistance, don't hesitate to ask. I'll always be around to help. Have a great day!

accounting1404
Level 1

I am adding numbers to the chart of accounts. when I edit the description and add the number it does not show it to the account or when you print a balance sheet.

this is before they have updated.... it doesn't look like that anymore after it updated. 

 

 

JamaicaA
QuickBooks Team

I am adding numbers to the chart of accounts. when I edit the description and add the number it does not show it to the account or when you print a balance sheet.

The instructions and screenshots above are from the old display, @accounting1404. It's my pleasure to keep you updated with the recent changes.

 

The Chart of Accounts is now under the Transactions tab. Here's a screenshot for reference:

download.png

 

See this article to learn more about organizing your accounts: Use account numbers in your chart of accounts in QuickBooks Online.

 

You can check out this reference to help you track financial information effectively: Learn about the chart of accounts in QuickBooks Online.

 

Come back to this post if you have other difficulties in navigating the product. I'm always here to help. Have a great day.

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