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March 1, 2021
Question

Onsite support for setting the accounts, Chennai, India

  • March 1, 2021
  • 1 reply
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1 reply

March 1, 2021

I’m here to guide you every step of the way, @senthil-tnasdcl-.

 

Thanks for posting on the Community page. Let me help you today in setting up accounts in QuickBooks.

 

Are you trying to set up a QuickBooks Online account for the India version? If yes, I have here a website where you can sign in and start setting up. Here are the steps below:

 

  1. Visit this website.
  2. You have the option to Buy and Try 30days Free Trial.
  3. Follow the onscreen instructions to complete the setup.

 

You can use this detailed guide to start using QBO. This training link provides videos, webinars & tutorials to help you learn and manage your data.

 

On the other hand, if you want to set up or add accounts in the Chart of Accounts, you can follow the outlined steps:

 

  1. Go to the Gear icon and select Chart of Accounts.
  2. Press New.
  3. In the Account Type ▼ dropdown, choose an account type.
  4. Select the Detail Type that best fits the transactions you want to track.
  5. Create a name, then add a description.
  6. If this is a sub-account of an existing account, select Is sub-account and then enter the parent account.
  7. In the Balance field, enter the amount and determine the as of date. You can select today's date if you want to start tracking immediately.
  8. When you're done, select Save and Close.

 

I’ll be here if you need additional help with setting up accounts. Have a great day ahead!