I'm new - there was an option to have someone help set up my chart of accounts for $50. I can't find it now, can you direct me where to purchase this option?

Hello there, @Trevor-pheasantr.

Thank you for choosing QuickBooks! I'm glad to have you here and help you out with your concern about the program.

A new account can be added to your Chart of Accounts. Here are the steps on how to do it:

1. Go to Accounting on the left panel.
2. Within the Chart of Accounts tab, select New in the top right corner. 
3. Click on the Account Type drop-down to select the account type.
4. Select the Detail Type to specify the type of account that you want to add.
5. Enter the name of the account in the Name field.
6. You have the option of including information in the Description field and an amount in the Balance field. 
7. Click Save and Close.
   

If you're looking for an accountant, you can open our ProAdvisor Page. From there, you can follow these steps:

1. Pick an option of what expertise you need to find.
   • Accounting & Bookkeeping.
   • Tax & Financial Planning
   • QuickBooks Setup & Consultation.
2. Enter your city or zip code, then hit Search.

Accountants can provide further details and explain to you thoroughly the things that you'll need to consider when doing the process. They make sure you're using the correct type of account when setting up one in the Chart of Accounts.

Here are some resources that you can read through for additional insights about managing accounts from the COA:

• Learn how to set up and add accounts to your chart of accounts.
• Organize accounts into parent accounts and subaccounts.

If you have any follow-up questions while working or doing things with QuickBooks Online, just let me know by adding a comment below. I'm always here to help. Have a good one!

Hi trevor-pheasantr,

Hope you’re doing great. I wanted to see how everything is going about creating accounts from the Chart of Accounts. 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 anytime.

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