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Thank you for visiting the Community today, r-szybiak.
I'd be glad to walk you through the steps on how to add the Number column. Let's configure the Chart of accounts settings to accomplish this task.
Here's how:
After setting up everything, head back to back to the Chart of accounts page to see the Number column.
Here's an article that covers topics about assigning account numbers to categories, changing the order of your chart accounts, and editing the information: Use account numbers.
To learn more about the categories you can delete, merge, and standard accounts QuickBooks set up for you, see the following resources:
Feel free to click the Reply button if you have clarifications or questions about adding the Number column and chart of accounts. I'm more than happy to lend a helping hand.
Thank you for help. I added the column number. However, now I'm wondering how to delete wrongly imported accounts and reupload them again. Can you advise on it? Thank you.
Hi there, r-szybiak.
I'm glad to know you're able to add the column number to your Chart of accounts. And I'll be happy to guide you on how to manage wrongly imported accounts and reupload the correct ones.
In QuickBooks Online (QBO), the option to completely delete an account from your COA is currently unavailable. You can only deactivate it. Instead of deleting accounts, the system makes them inactive so that you can access past transaction data for reporting purposes.
To make an account inactive, here's how:
For more information about making accounts inactive, see this article: Make an account inactive on your chart of accounts in QuickBooks Online.
Once done, reupload the correct accounts into your QBO. Before doing so, I recommend checking your file first. For more details, see this article: Import your chart of accounts to QuickBooks Online.
For future reference, here's a great resource about the best practices when reconciling: Learn the reconcile workflow in QuickBooks.
Please let me know if there's anything else I can do for you in managing your Chart of accounts. I'll be more than happy to assist. Have a great day.
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