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Mousie1012
Level 1

Why is there no user view in my advanced settings? Why is the format in chart of accounts not similar to anything I've seen online to when creating a sub-category?

 
Solved
Best answer July 15, 2022

Best Answers
Kevin_C
QuickBooks Team

Why is there no user view in my advanced settings? Why is the format in chart of accounts not similar to anything I've seen online to when creating a sub-category?

Good day, @Mousie1012.

 

I appreciate you for following the steps provided by my peer above. I'm here to clarify a few things about the chart of accounts layout interface in QuickBooks Online (QBO).

 

As of 10/28/2021, QuickBooks updated the Chart of Accounts (COA) to the new interface for all of the QBO accounts. This is also the reason why you can't view the old layout even after switching to the business view.

 

These changes have been made because we saw that there was an increase in usage of the default accounts that we provided. 76% of the categories used in transactions were default accounts. This is an 8% increase from the existing experience. We also noticed an overall decrease in average account creation, specifically expense accounts.

 

Nevertheless, these modifications are identical to those made previously. Everything will be fine as long as you can successfully create a new account or subaccount.

 

You can also check out this article to learn more about creating new accounts in QBO: Add an account to your chart of accounts.

 

Once you're good with all of your accounts, you can visit this article to learn more about reconciling an account in QBO. If everything matches up with your bank or credit card statements, you know your accounts are balanced and accurate.

 

Please let us know if you have more questions regarding this new category interface. The Community is always here to answer them for you. Stay safe!

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9 Comments 9
Jen_D
Moderator

Why is there no user view in my advanced settings? Why is the format in chart of accounts not similar to anything I've seen online to when creating a sub-category?

Hello @Mousie1012.

 

I want to help you out with this Chart of Accounts view concern. Also, I'd like to get more details about the what you're trying to do in QuickBooks Online. Kindly send me a screenshot of the page you're looking at so I can guide you further with the setup.

 

In the meantime, you can create COA categories, using these steps:

 

  1. Click the Gear icon, then Chart of Accounts.
  2. Press the New icon.
  3. Please note that the view of adding COA accounts depends if you're using an old or new account. For old QuickBooks accounts, the view looks like this:

    For newer versions of QuickBooks, you will see this view:

  4. Fill in the fields with the account type you want to set up.
  5. Once done, press Save.

 

This link will guide you with adding an account to your chart of accounts in QuickBooks Online.

 

Also, if you want to create sub-categories for products and services, refer to the steps below.

 

  1. Go to Sales and select Products and Services.
  2. Press the More ▼ drop-down, then Manage categories.
  3. Click New category.
  4. Mark the Is a sub-category option.
  5. Make the changes you want and select Save.


Come back here with the additional details. I'll be right here to help you get set up with your COA registers and categories. Have a good one.

Mousie1012
Level 1

Why is there no user view in my advanced settings? Why is the format in chart of accounts not similar to anything I've seen online to when creating a sub-category?

Mousie1012
Level 1

Why is there no user view in my advanced settings? Why is the format in chart of accounts not similar to anything I've seen online to when creating a sub-category?

.

Mousie1012
Level 1

Why is there no user view in my advanced settings? Why is the format in chart of accounts not similar to anything I've seen online to when creating a sub-category?

This is the page I’m trying to get to but I get the page style you posted when I hit the green new button in chart of accounts 

Jovychris_A
Moderator

Why is there no user view in my advanced settings? Why is the format in chart of accounts not similar to anything I've seen online to when creating a sub-category?

Thanks for sharing your screenshot and experience, @Mousie1012.

 

I know how much you want to see the accustomed interface you usually see when creating an account. Good thing, I can share a few steps to view it.

 

It looks you're in accountant view. If you're not comfortable seeing the new QuickBooks Online account creation form interface in your chart of accounts, there's an option for you to switch to business view. You can click the Gear icon on the top right, then select Switch to Business view. This is why there's no user view in the Advanced settings since you will only see the viewing option after clicking the Gear icon.

 

 

2.PNG

 

Once done, try to create an account again and see if you can now see the photo you showed us.

 

Additionally, you can check out this article to learn more about the differences between Business and Accountant views in QBO: Learn about Business and Accountant view.

 

Please let us know how it goes or comment if you have more concerns with QuickBooks Online navigation. We're right here to help. Have a good one!

Mousie1012
Level 1

Why is there no user view in my advanced settings? Why is the format in chart of accounts not similar to anything I've seen online to when creating a sub-category?

Followed the directions and still ended up with this 

Kevin_C
QuickBooks Team

Why is there no user view in my advanced settings? Why is the format in chart of accounts not similar to anything I've seen online to when creating a sub-category?

Good day, @Mousie1012.

 

I appreciate you for following the steps provided by my peer above. I'm here to clarify a few things about the chart of accounts layout interface in QuickBooks Online (QBO).

 

As of 10/28/2021, QuickBooks updated the Chart of Accounts (COA) to the new interface for all of the QBO accounts. This is also the reason why you can't view the old layout even after switching to the business view.

 

These changes have been made because we saw that there was an increase in usage of the default accounts that we provided. 76% of the categories used in transactions were default accounts. This is an 8% increase from the existing experience. We also noticed an overall decrease in average account creation, specifically expense accounts.

 

Nevertheless, these modifications are identical to those made previously. Everything will be fine as long as you can successfully create a new account or subaccount.

 

You can also check out this article to learn more about creating new accounts in QBO: Add an account to your chart of accounts.

 

Once you're good with all of your accounts, you can visit this article to learn more about reconciling an account in QBO. If everything matches up with your bank or credit card statements, you know your accounts are balanced and accurate.

 

Please let us know if you have more questions regarding this new category interface. The Community is always here to answer them for you. Stay safe!

Mousie1012
Level 1

Why is there no user view in my advanced settings? Why is the format in chart of accounts not similar to anything I've seen online to when creating a sub-category?

Thank you for the update info. I was beginning to think I was going crazy. I will read up on the new process.

RoseJillB
QuickBooks Team

Why is there no user view in my advanced settings? Why is the format in chart of accounts not similar to anything I've seen online to when creating a sub-category?

Thank you for taking the time to consider the information provided by my colleague Kevin_C, @Mousie1012.

In the Community, we always ensure that we address everyone’s query to help them resolve their issues with their QuickBooks or company file. Rest assured that our top priority is letting our customers get back to business seamlessly and in no time.

If you have further questions regarding the interface of your chart of accounts, you can always get back to post them here. Have a good one!

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