Skip to main content
March 28, 2022
Question

How to create a new income account

  • March 28, 2022
  • 1 reply
  • 0 views
I need to create a new service account for a new income

1 reply

March 29, 2022

Hi deedee_7219.

 

Being able to create new accounts in your Chart of Accounts is something that QuickBooks Online makes easy to help save you time and effort. I'd be happy to help you get a new account created.

 

In order to create a new account in your QuickBooks Online you just need to follow these steps:

 

  1. Go to Settings ⚙ and select Chart of Accounts.
  2. Select New to create a new account.
  3. In the Account Type ▼ dropdown, choose an account type.
  4. In the Detail Type ▼ dropdown, select the detail type that best fits the transactions you want to track. Learn more about detail types.
  5. Give your new account a name. 
  6. Add a description.
  7. If this is a sub-account of an existing account, select Is sub-account and then enter the parent account. Learn more about parent accounts and subaccounts.
  8. Now let's make sure the account in QuickBooks matches your real-life bank or credit card account. Choose when you want to start tracking your finances. In the Balance field, enter the amount in the account, and determine the as of date. Enter today's date if you want to start tracking immediately.
  9. When you're done, select Save and Close.

If you have any questions let us know and we'd be happy to help.