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Add an account to your chart of accounts in QuickBooks Online

by Intuit•1772• Updated 1 month ago

The chart of accounts is a list of all of your accounts in QuickBooks. When you create your company file, QuickBooks automatically customizes your chart of accounts based on your business entity.

This page will help you add an account to your chart of accounts in QuickBooks. Keeping your chart of accounts organized can be helpful when it’s time to file taxes. One thing to keep in mind as you’re adding accounts is your usage limit.

Note: You can lock an account from the Chart of Accounts to prevent it from being selected during transaction posting.

You can add more accounts anytime (within your usage limits) you need to track other types of categories. Adding a new account would allow you to track more categories. Here's how to add more accounts to your chart of accounts.

Add a new account

  1. Go to All apps A bunch of numbers and letters on a tile wall., then Accounting, then Chart of accounts (Take me there).
  2. Select New account.
  3. Enter an Account name. 
  4. Select an Account type, and then choose the Detail type from the dropdowns.
    Find out more about account and detail types.
  5. If this account is a subaccount, check Make this a subaccount, then choose the Parent account it should be under.
    Find out more about parent accounts and subaccounts.
  6. If you choose a Bank, Asset, Credit card, Liabilities, or Equity account, enter an Opening Balance, and fill out the starting date in the As of field.
  7. (Optional) Add a Description to add extra information about this account. 
  8. Select Save. 
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