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Use account numbers in your chart of accounts in QuickBooks Online

by Intuit284 Updated 3 months ago

Learn how to turn on and use account numbers for your chart of accounts in QuickBooks Online.

As your business grows, so does the list of accounts you use to categorize finances. If you have an extensive chart of accounts, don't worry. You can keep your accounts organized and easy to find by assigning numbers. We’ll show you how.

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Step 1: Turn on account numbers

The account numbers feature is off by default. Here’s how to turn it on.

  1. Go to Settings Settings gear icon. and select Account and settings.
  2. Select the Advanced tab.
  3. Select Edit ✎ in the Chart of accounts section.
  4. Turn on Enable account numbers. If you want account numbers to show in reports and transactions, select Show account numbers.
  5. Select Save and then Done.

Step 2: Assign account numbers

You can assign any number to your accounts. But if you’re looking for recommendations, these account number ranges might help. These ranges are based on account types and follow Generally Accepted Accounting Principles (GAAP).

 Number range Account type
 10000-19999 Assets
 20000-29999 Liabilities
 30000-39999 Equity
 40000-49999 Income or Revenue
 50000-59999 Job Costs or Cost of Goods Sold
 60000-69999 Expenses or Overhead Costs
 70000-79999 Other Income
 80000-89999 Other Expense
  1. Go to Settings Settings gear icon., then select Chart of accounts (Take me there).
  2. Select ✎ Batch edit above the Action column.
  3. In the Number column, add account numbers.
  4. Once you’re done, select Save.

To see your accounts’ numbers, go to the Chart of accounts (Take me there). Select Settings ⚙ above the Action column. Make sure Number is checked.

Now you can quickly find accounts using the numbers you assigned to them, whether you're searching in Chart of Accounts or adding a transaction.

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