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January 7, 2024
Question

How do i make account numbers visible in chart of accounts

  • January 7, 2024
  • 1 reply
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1 reply

January 8, 2024

Good afternoon, 11jai-ram-gmail.

 

Welcome to the Community! I'd be happy to help you out.

 

Before you're able to add the account numbers to the chart of accounts, you'll need to turn on this feature. Let me show you how:

 

  1. Go to "Settings" and select "Account and settings".
  2. Select the "Advanced tab".
  3. Select "Edit" in the Chart of accounts section.
  4. Turn on "Enable account numbers". If you want account numbers to show in reports and transactions, select "Show account numbers".
  5. Select "Save and then Done".

Here's a guide for reference.

 

Next, go to the Chart of accounts and Select Settings above the Action column. Make sure "Number" is checked. If you need to add your account numbers, simply locate the account in questions, click on the drop down arrow beside Account history, and click "Edit". You'll be able to enter the account number then chose "Save" when done. 

 

If you have any other questions, feel free to reach back out.