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Add an account to your chart of accounts in QuickBooks Online

Learn how to set up your chart of accounts and add new accounts.

Chart of accounts is the nuts and bolts of your accounting. And it’s already set up and customised for you. But if you need new accounts to keep track of your transactions, you can always add more. We’ll show you how.

Tip: Have another QuickBooks Online company? Save time by moving your existing accounts instead.

Add a new account

  1. Go to Settings ⚙, then select Chart of Accounts.
  2. Select New to create a new account.
  3. In the Account Type ▼ dropdown menu choose an account type.
  4. In the Detail Type ▼ dropdown, select the detail type that best fits types of transactions you want to track. Learn more about detail types.
  5. Give your new account a name. You can use the info under the detail type to add a name that fits.
  6. Add a description.
  7. If you’re adding a sub-account, select Is sub-account and then enter the parent account. If you need help, learn more about parent accounts and subaccounts.
  8. Choose when you want to start tracking your finances. In the Unpaid Balance field, enter the amount in the account, and determine the as of date. Enter today's date if you want to start tracking immediately.
  9. Select Save and Close.

Tip: Keep your chart of accounts simple. Learn how to organise your accounts into parent accounts and subaccounts.

You can also add accounts when recording a cheque, bill, or other transaction. While you're in an open form, select in the Category column, then + Add new.

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