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Joyc56
Level 1

Where can I find the Accounting tab in my QBO menu?

I need add some accounts in QBO, but there is no accounting tab here. I tried to add from Chart of Account, but it doesn't work.
4 Comments 4
Rubielyn_J
QuickBooks Team

Where can I find the Accounting tab in my QBO menu?

I've got you're back to help you add some accounts in QuickBooks Online(QBO), @Joyc56.

 

Normally, you can find the Accounting tab from the left menu of your software. Aside from that, going to the Chart of Accounts(COA) is the other way of adding an account in QBO.

 

If this is unavailable on your end, it could be that you have limited access. That being said, I suggest asking permission from your primary admin so you can do the task. 

 

If you have access and the issue persists, we can perform some troubleshooting steps to fix this. There are times that the browser is full of frequently accessed page resources, which causes some errors or unusual responses. Let's start accessing your account using a different or a private browser. You can use either of these shortcut keys:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P
  • Safari: Command Shift N

 

Once signed in, add the accounts in the Accounting tab. Once you have successfully performed the task, go back to your regular browser and clear its cache. This is done to speed up the process next time you do a transaction in QuickBooks Online. Also, an alternative way is to use other compatible browsers.

 

May I also ask if you received an error message when adding an entry to the COA? I appreciate any extra information you can give, and it will help us isolate the issue and provide the best solution.

 

I've also attached a link to help you manage your accounts in QuickBooks. These accounts are relevant in categorizing your transactions from sales forms to reports to tax forms: Learn about COA.

 

Feel free to leave a comment below if you have any other questions about managing your accounting transactions in QuickBooks. I'm always here to help. Wishing you and your business continued success.

Rubielyn_J
QuickBooks Team

Where can I find the Accounting tab in my QBO menu?

Hi, @Joyc56.

 

Hope you’re doing great. I wanted to see how everything is going about the accounting tab concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

Joyc56
Level 1

Where can I find the Accounting tab in my QBO menu?

Thank you very so much! I'll followed your instruction tonight when I off work, see if there is any progress. 

Joyce V

Nancy121
Level 2

Where can I find the Accounting tab in my QBO menu?

I spent 3 hours trying to find the accountant tab in my dashboard because everything on mine was different than what I needed. In case anyone else comes looking for this, you can click on  "settings" in the top right corner of your page, and in the menu that opens, in the bottom right hand corner, it will say "switch to accounting view".

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