Thank you for your post, @suzannek1. Yes, account numbers matter in QuickBooks Online (QBO) for tracking purposes. Allow me to provide more details about this.
The main reason account numbers don't show in the expense coding software is due to the limitation of how the integration between QBO and your coding software works.
To address this limitation, we can manually allocate account numbers in the Chart of Accounts (COA) to make it easier to find and categorize your transactions. I will walk you through the process.
If you haven't activated the account number feature, please refer to this article to enable it before proceeding to the following steps below: Turn on account numbers in your Chart of Accounts in QuickBooks Online.
Here's how to assign account numbers:
- Go to the Gear icon, then choose Chart of Accounts.
- Select Batch Edit above the Action column.
- In the Number column, add account numbers.
- Select Save once done.
I've included these account number ranges for your guide. These ranges are based on account types and follow the Generally Accepted Accounting Principles (GAAP).
Additionally, you may want to run and customize a report under the Chart of Accounts. Refer to these relevant resources for your guide:
I'm just around the corner and ready to answer if you have additional questions about the account numbers in the Chart of Accounts. If you have any other concerns about your data, entries, or other items in QuickBooks, enter a reply below, and I'll help you out.
