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October 27, 2021
Question

List of example account names

  • October 27, 2021
  • 1 reply
  • 0 views

I'm using QB Premier 2021 Nonprofit edition.  When creating new accounts, it has a button labeled "Select from Examples."  Sometimes it's not enabled when I want to use it for ideas, so I was wondering if there is a list of the same examples somewhere else?

1 reply

RenjolynC
October 27, 2021

Good day, CSSsomd.

 

I'd like to know more where you see the Select from Examples button. Do you see this option in the Add New Account window from the Lists > Chart of Accounts? Can you provide a sample screenshot of the page? Please make sure to gray out any sensitive information for security purposes.

 

I appreciate any details you can add. Feel free to leave a reply below and I'll get back to you as soon as possible. Thank you in advance.   

 

 

CSSsomdAuthor
October 28, 2021

Yes, that is where it's from.  Attached is a PDF with a screenshot

October 28, 2021

Thank you for getting back to us, @CSSsomd.

 

QuickBooks Desktop doesn't have a list of same examples showing when creating new accounts.

 

Please know that you can only select examples from the Select from Examples button. I understand that some categories/accounts don't have an option to select examples. However, the Select from Examples button is working as designed.

 

I'm adding this article to learn more about adding new accounts in the Chart of Accounts: Add, edit, or delete accounts in QuickBooks Desktop.

 

Once you've entered your accounts successfully, you can now record your transactions in QuickBooks Desktop. For more guidance, feel free to check out these articles:

 

 

Please let me know if you need clarification about creating new accounts. I'll be standing by for your response.