It's nice to see you in the Community, @willoglenwaterco.
There are three ways to set up a new income category. From the transaction's screen, Income Account drop-down of your product and services, or in the Chart of Accounts window. Let me walk you through the steps for every option.
First off, you can create a check. Here's how:
- From the Plus icon or +New button, pick Check.
- Fill out all the necessary information for this entry.
- In the Category column of the Category details section, click the drop-down arrow and choose +Add new.
- Select Income as the Account Type.
- Choose a Detail Type from the drop-down.
- Name the account.
- Hit Save and close.
![Check 1.PNG Check 1.PNG](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/29815iC4968D3110AB3768/image-size/large?v=v2&px=999)
![Check 2.PNG Check 2.PNG](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/29816i6384A534FDF5CD72/image-size/large?v=v2&px=999)
![Check 3.PNG Check 3.PNG](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/29817i54C6B16867767B83/image-size/large?v=v2&px=999)
The second method is by adding an item. Follow these steps:
- From the Gear icon, select Products and Services.
- Click the green New button.
- Select your item type.
- Fill out the rest of the item details.
- In the Income Account drop-down, pick +Add new.
- Then, follow the steps above from 4-7 to complete the process.
![Item 1.PNG Item 1.PNG](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/29818i1547F7AB96179E3A/image-size/large?v=v2&px=999)
![Item 2.PNG Item 2.PNG](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/29819i047F5CE7CDE8CDE5/image-size/large?v=v2&px=999)
![Item 3.PNG Item 3.PNG](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/29820iC8C4BBDBDDAEF3BE/image-size/large?v=v2&px=999)
![Item 4.PNG Item 4.PNG](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/29821iEAD0D45E472644E1/image-size/large?v=v2&px=999)
![Item 5.PNG Item 5.PNG](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/29822i7E8057BA6ED7DFF3/image-size/large?v=v2&px=999)
The third option, which is the easiest one, is by going to the Accounting menu.
- Pick Accounting from the left navigation, then select Chart of Accounts.
- Click the green New button.
- Perform the same steps above from 4-7 to set up the account.
![Account 1.PNG Account 1.PNG](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/29823iB8D52E445E49530C/image-size/large?v=v2&px=999)
![Account 2.PNG Account 2.PNG](https://quickbooks.intuit.com/learn-support/image/serverpage/image-id/29824i751F341DCB831DCA/image-size/large?v=v2&px=999)
I'm adding these articles for your reference:
Post again in the Community if there's anything else you need. I'm here keep helping. Have a great day!