Skip to main content

1 reply

August 21, 2021

Hello there, sadiq-cheezain-g.

 

I can assist you with getting your General Ledger account. In order for this to happen, you can add an account to your Chart of accounts. This way, you're able to organize your books and business expenses accordingly. Check out the instructions below to get started:

  1. Go to the Accounting menu and select Chart of Accounts.
  2. Click New in the upper-right hand corner.
  3. Select the Account and Detail Type
  4. Enter the name of the account, number, and balance if applicable.
  5. Click Save and close

For more information refer to this article: Add an account to your chart of accounts in QuickBooks Online. 

 

I'd also recommend consulting with your accountant for guidance on what category are you going to use to ensure you create the correct account and keep your book accurate.  They can help you organize your company's financial operations.

 

You can also open these articles for additional resources about how to record returns from customers and to handle a customer credit or overpayment in QBO:

I'm always here if you have additional questions about Sales return.  Just leave a message below, and I'll get back to you as soon as I can. Take care!