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SelenaN
Level 3

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Hi Gregor,

 

Thank you for reaching out to the QuickBooks Community. It is important to set up the right accounts and detail types can help you create accounts that fit what you want to track. To add a new account, you can follow the steps below:

Step 1: Go to Settings ⚙ and select Chart of Accounts.

 

Step 2: Select New to create a new account.

Step 3: In the Account Type ▼ dropdown, choose an account type.

Step 4: In the Detail Type, select the detail type that best fits the transactions you want to track.

Step 5: Give your new account a name.

Step 6: Add a description

Step 7: If this is a sub-account of an existing account, select Is sub-account and then enter the parent account.

Choose when you want to start tracking your finances. In the 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.

 

If you have any other questions, feel free to reach out here. We are here to help you achieve your QuickBooks goals.

 

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