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February 18, 2023
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How do you add a customer account number in Mac Quickbooks desktop?

  • February 18, 2023
  • 1 reply
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If you do a customer contact list report and click on Filter., the top filter is "Account No.". Where is that set? I do not see that field when I edit the customer. Where is it? Thanks!

Best answer by MariaSoledadG

I'm here to guide you on how you can set up account numbers for your customers, Scooter27.

 

QuickBooks adds accounts automatically to your chart of accounts that fit your business type. You'll want to make sure to set up the account number for each of your customers' account names. I've outlined the steps below that will show you how:

 

  1. Go to the QuickBooks menu, then select Preferences.
  2. Select Transactions, then select the Use account numbers checkbox.
  3. If you have subaccounts, select the Show lowest subaccount only checkbox to shorten the account details when you use them in your transactions.

Once done, add account numbers to existing ones if you've already previously set them up, you can follow the steps below: 

 

  1. Go to the Lists menu, then select Chart of Accounts.
  2. Select the account you want to edit, then select the 📝 icon.
  3. In the Number field, enter the number of the account.
    Note: QuickBooks automatically assigns account numbers to your Sales Tax Payable or Undeposited Funds accounts.
  4. Select OK.

 

For more information and detailed steps, go through this article for your reference: Add, Edit, Or Delete Accounts In QuickBooks Desktop For Mac.

 

In addition, to give you an overview of your business information, you can create a report in QuickBooks for Mac. I've got this article for your guide: Create Repports In QuickBooks Desktop For Mac

 

Let me know if you have any questions about account numbers. I'd be glad to help.

1 reply

MariaSoledadG
February 18, 2023

I'm here to guide you on how you can set up account numbers for your customers, Scooter27.

 

QuickBooks adds accounts automatically to your chart of accounts that fit your business type. You'll want to make sure to set up the account number for each of your customers' account names. I've outlined the steps below that will show you how:

 

  1. Go to the QuickBooks menu, then select Preferences.
  2. Select Transactions, then select the Use account numbers checkbox.
  3. If you have subaccounts, select the Show lowest subaccount only checkbox to shorten the account details when you use them in your transactions.

Once done, add account numbers to existing ones if you've already previously set them up, you can follow the steps below: 

 

  1. Go to the Lists menu, then select Chart of Accounts.
  2. Select the account you want to edit, then select the 📝 icon.
  3. In the Number field, enter the number of the account.
    Note: QuickBooks automatically assigns account numbers to your Sales Tax Payable or Undeposited Funds accounts.
  4. Select OK.

 

For more information and detailed steps, go through this article for your reference: Add, Edit, Or Delete Accounts In QuickBooks Desktop For Mac.

 

In addition, to give you an overview of your business information, you can create a report in QuickBooks for Mac. I've got this article for your guide: Create Repports In QuickBooks Desktop For Mac

 

Let me know if you have any questions about account numbers. I'd be glad to help.