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Hi,
Looking for very basic instructions on how to to add accounts to chart of accounts. For someone who works with me who does NOT have an accounting or QB background.
Very BASIC.
QB desktop.
Very basic. Literally looking for right click, new, etc.
The ones I"m finding are about BS accounts adding balances too advanced.
Seeking something very basic. Adding inc/exp accounts.
QB desktop
Thanks!
Solved! Go to Solution.
Yes, I've got the steps to add an income and expense account for QuickBooks Desktop (QBDT), NameUser.
Here's how you can add an account in QBDT:
Moreover, I'll add this article for further information on how the chart of accounts works in QBDT. It also contains the list and description of different account types you can create: Work with the chart of accounts in QuickBooks Desktop.
Hit reply in the thread if you have follow-up questions about managing your accounts in QBDT. I'll be here to help. Have a wonderful day!
Hello there, @NameUser.
Welcome to the Community, I'd be glad to help you add an income and expense account in QuickBooks Desktop (QBDT).
Here's how:
Once done saving, check your Chart of Accounts if the category has been created successfully and I'll add this article as your reference on how to add accounts to keep track of your transactions: Add an account to your chart of accounts in QuickBooks Online.
You may consider checking these articles. The details that we will be getting in there are all for the Chart of Accounts (COA) in QBDT:
If you have more something to ask about accounts in QBDT, please let us know by posting a new one below. I'm right here together with the Community people to assist you. I hope you're doing well. Keep safe!
Thanks.
Does anyone have similiar information for QB DESKTOP?
Yes, I've got the steps to add an income and expense account for QuickBooks Desktop (QBDT), NameUser.
Here's how you can add an account in QBDT:
Moreover, I'll add this article for further information on how the chart of accounts works in QBDT. It also contains the list and description of different account types you can create: Work with the chart of accounts in QuickBooks Desktop.
Hit reply in the thread if you have follow-up questions about managing your accounts in QBDT. I'll be here to help. Have a wonderful day!
Thank you!
On behalf of my colleague, Name you're most welcome. Thank you for getting back on this thread.
I'm glad that the steps provided by my colleague @CamelleT have helped you resolve your concerns about adding different accounts in QuickBooks Desktop (QBDT).
We appreciate your effort in letting us know about this. Please let me know if you have any QBDT-related queries, and I'll get back to you as soon as possible. Have a great day ahead!
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