Need basic instructions for non accounting person to add inc/expense accounts. QB desktop. Very simple, right click, etc.

NameUser · ‎January 28, 2024

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!

CamelleT · ‎January 28, 2024

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:

Go to the Lists menu and choose Chart of Accounts.
From the Account dropdown, click New.
Choose an Income or Expense account and hit Continue.
Complete the necessary account information and select Save & Close.

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!

View solution in original post

DebSheenD · ‎January 28, 2024

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:

Go to the List button.
Select Chart of Accounts.
On the lower corner click the drop-down arrow beside the Account.
Hit New.
Then, you may choose an Income or Expense account and fill in the necessary information.
Once done, click Save and Close.

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!

NameUser · ‎January 28, 2024

Thanks.

Does anyone have similiar information for QB DESKTOP?

CamelleT · ‎January 28, 2024

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:

Go to the Lists menu and choose Chart of Accounts.
From the Account dropdown, click New.
Choose an Income or Expense account and hit Continue.
Complete the necessary account information and select Save & Close.

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!

NameUser · ‎January 28, 2024

Thank you!

Erika_K · ‎January 28, 2024

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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Need basic instructions for non accounting person to add inc/expense accounts. QB desktop. Very simple, right click, etc.