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How do I add a new item to the chart of accouts?

 
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Re: How do I add a new item to the chart of accouts?

Hi, @docstorey.

 

Adding items in your chart of accounts is easy with QuickBooks Online. Let me show you how.

 

  1. Click on the Gear icon, then choose Chart of Accounts.
  2. Select New at the upper right-hand corner.
  3. In the Account Type drop-down, select the account type.
  4. In the Detail Type drop-down, select the type of account you want to create.
  5. In the Name field, enter a name for the account. You may enter a brief description under the Description field.
  6. Enter an opening balance for the account. Then, in the as of field, enter the date of the balance.
  7. Select Save and Close (or Save and New if you want to enter another account).

Here's an article that you can read on for more details: Create, edit or delete an account in QuickBooks.

 

Also, if you want to organize your chart of accounts you may check this article: How to change the sort order of chart of accounts

 

Please reply to this thread if you need further assistance. We'll be here to assist you. Have a good one.