How can I set up a new account in the Chart of Accounts? Tutorials/Answers say there should be a green "New" button on top right - I don't have one

Hello,

If you click on ACCOUNTING on the left and then go to CHART OF ACCOUNTS, you will see the green NEW button in the upper right corner.

As far as older transactions, here is the article on how to upload those.

https://quickbooks.intuit.com/learn-support/en-us/import-transactions/manually-upload-transactions-i...

Thank you for your reply.

I had to open up a case with QB, as I don't have the "New" button. Seems I am missing a lot of functions - including not being able to reply to your message for 5 days! Strange.... 

Appreciate the time to help!

Allow me to join the thread and help share information on why the New button is missing, @userlovecitythreads.

To start, make sure to log in as the master admin. If you're not, it could be that you're in a Standard user mode with limited access. To learn more about the different options for user roles and access permissions, feel free to check out this article: User roles and access rights in QuickBooks Online.

In this case, I encourage you to contact the admin to change your user rights to be able to create a new account in QuickBooks. Here's how the admin can change your user role:

1. Log in to QuickBooks with a user profile that has permission to manage users.
2. Go to the Settings ⚙.
3. Choose Manage users.
4. Find the user to edit, and then click Edit in the Action column.
5. In the User type drop-down ▼ menu, select the new user type.
6. Choose the user settings, if applicable, then, select Save.

Once the master admin has done the process, you have to sign out and sign in again into QuickBooks Online to see the updates.

However, if the issue persists and you're not able to reply to us as well, let's perform some troubleshooting steps to fix this. There are times that the browser is full of frequently accessed pages, thus causing some unusual responses. Let's log in to your account using a private browser. This mode will not save any history, making it a great place to identify browser issues.

Access your QBO account in a private/incognito browser. You may use these shortcut keys that I've listed below:

• Google Chrome: press Ctrl + Shift + N  
• Mozilla Firefox: press Ctrl + Shift + P
• Safari: press Command + Shift + N

Then, create a new account. If the New button shows, go back to your regular browser and clear the cache to delete stored site data and improve the system performance. Also, you can use other supported browsers. It could be that the one you're currently working on has a temporary problem with QuickBooks. 

I've also added these resources to help you manage the chart of accounts in QuickBooks Online: 

• Learn about the chart of accounts in QuickBooks
• Add an account to your chart of accounts in QuickBooks Online
• Delete an account on your chart of accounts in QuickBooks Online

Please know the Community has your back. If you have further questions, click the Reply button and post a comment. I’m here ready to assist further. Enjoy the rest of the day.

Thanks for joining in this conversation, @Anonymous.

I appreciate you for doing basic troubleshooting steps before posting your concern here. Adding new accounts in QuickBooks Online is my top priority. 
 

As my peer mentioned above ensure that you're logged in as Master or Company admin to see the option. Once confirmed and the issue persists, I'd suggest zooming in and out the Chart of Accounts (COA) page to check if the New button was a stowaway. 

Here's how: 

1. Go to the Accounting tab, then choose Chart of Accounts. 
2. Hold Ctrl and press the +/-. 
3. You can also click the three horizontal lines beside your company logo to see the full screen. 

If the issue continues, I'd recommend contacting our Technical Support. They have an advanced tool to investigate the root cause of the problem and can create a case if necessary. 

Here's how: 

1. Go to the Help menu, then choose Contact Us. 
2. Enter your concern in the box and hit Let's talk. 
3. Choose either Get a call or Start a chat. 
4. Complete the necessary information and submit the request. 

Please call them within our business hours to ensure we cater to your concern promptly. 

Once you have the option, you can now add a new account. To know more about detailed and account types, check out this page: Learn about types in a chart of accounts.

Furthermore, please visit the links below about personalizing COA, running financial reports, and other topics. 

• Learn about the chart of accounts in QuickBooks
• Create subaccounts in your chart of accounts in QuickBooks Online
• Reports

Let me know you have follow-up questions. I'm glad to assist you further. Take care always. 

If you select the Gear Icon on the Right, Scroll down to "Change to Accountant View" at the bottom, It worked for me. 

That worked for me, thanks!

has there been any resolution to this issue yet?

Thanks for joining this thread, djbasskat-hotmai.

In QuickBooks Online Advanced and regular QuickBooks Online versions, you'll have the switch to the Business view option. If you haven't already, you'll want to toggle a Business view switch.

However, if you're getting the same results, you may consider the other troubleshooting steps provided in the previous replies. If none works, I would suggest reaching out to our phone and Chat support. That way, they can further what's causing this issue and troubleshoot it for you. Please follow the steps provided by my colleague on how to contact them.

The Community is always here to help.

You just need to change to accountant view. When you click on gear button in the corner will give you option switch to Accountant view.