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March 24, 2024
Question

When I try to add a new account in the chart of accounts, my NEW menu only offers :Import" (no add new). I don't want to import, I want to manually add an account.

  • March 24, 2024
  • 1 reply
  • 0 views
This is in QBO

1 reply

March 24, 2024

Glad to see you here, runndoff.

 

I'll ensure you can manually set up an account in QuickBooks Online (QBO).

 

To manually add an account in QBO, you may click the New button instead of the drop-down arrow. Let me guide you with the steps below:

 

  1. Navigate to the Gear icon.
  2. Next, select Chart of Accounts.
  3. Then, click New.
  4. Choose the correct Account TypeDetail Type, and Name.
  5. Fill out all the needed information.
  6. Then, click Save and Close.

 

For guidance in filling out the information when adding accounts, refer to this article: Add an account to your chart of accounts in QuickBooks Online.

 

You can visit these articles if you require some ideas for organizing your accounts in the Chart of Accounts and on how to reconcile them so they always match your bank statements:

 

 

Keep me posted if you have follow-up questions about managing your chart of accounts in QuickBooks. I'll be around to help you.