Add account numbers on chart of account where posted entries already exists

Thanks for sharing your concern here in the Community, damjan.

I'm here to share some insights with you about exporting your Chart of Accounts. QuickBooks allows you to enter and change account numbers anytime. However, doing this can affect the posted entries. 

As a workaround, you can manually remove the account numbers after exporting the data.

I've added the steps below to add account numbers. Before doing so, let's enable the Use account number feature.

1. From the Edit menu, select Preferences.
2. Select Accounting .
3. Go to the Company Preferences tab.
4. Tick (✓) the Use account numbers field.
5. Click OK.

Then, you can add account numbers. 

1. From the Company menu, select Chart of Accounts.
2. Locate the account you'd like to add account numbers.
3. Click the Account drop-down menu.
4. Select Edit Account.
5. On the Number field, enter the account number.
6. Select Save & Close.

Once done, you can now export the data.

Additionally, I've added an article that'll give you an overview on how to use the Add/Edit Multiple List Entries window. This helps you edit some information in your books: Add and Edit Multiple Customers, Suppliers, and Items.

Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!

Hi,
we just tried to add number on a credit card account, but we received an info message seen below.
Do you have any information regarding bank feeds that according to the accountant information all credit card chart of accounts have to set without a number, so that bank feeds works as expected.

P.S. Accountant would like to have numbers on all credit card accounts, as they are on all other accounts.

Thank you

BR Damjan

Let me share with you a few information about bank feeds, damjan.

You'll have to make sure to go to the Bank Feed Settings tab, then double-check if there are missing required fields that need the information to be entered. Usually, you'll see an asterisk (*) if you are required to enter information.  This way, you'll be able to set up credit card accounts without numbers. If the account is active, make sure to set it as active. 

For more information, you may want to read this article to know more about bank feeds: Get started with Bank Feeds for QuickBooks Desktop.

You'll want to browse these helpful articles if you have questions about QuickBooks.

Feel free to leave a comment if you need anything else about bank feeds. We'll always make sure to cater all your needs 24/7. Stay safe!

Hi MariaSoledadG

Thanks for your answer I have read and I understand the bank feeds functionality in the QBDT.

Can you please confirm I can disable bank feed on issued accounts (account that do not have a number assigned) and re-enable the bank feed after data from QBDT are exported and that bank feed will work as expected (before I edited the accounts)?

I need to export chart of accounts, but every account has to have a number assigned, so I would just do the following:

- backup current database (company)

- edit an account that does not have a number assigned

- disable bank feeds for that account

- assign a number on that account

- do the export of chart of accounts, customers, etc.

- edit the accounts from point 2.

- remove the assigned number

- re-enable the bank feed for that account

I think this should not affect the functionality of bank feeds, since I will revert the setup of accounts after data are exported.

Thank you
BR Damjan

Hi damjan.

Yes, you can disable and re-enable the bank feeds at any time and it won't affect the said feature. Also, instead of removing the bank feeds, you'll want to edit the exported file and add the account number from there.

Here are some of the articles you'll want to check on how to export data from QuickBooks Desktop:

• Import or export MS Excel files
• Import/export CSV files

Need more help? Leave a comment again below.