Skip to main content
May 19, 2023
Question

How can I add a new account to the chart of accounts-online version? Thanks

  • May 19, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

May 19, 2023

Hello melissaskelton01

 

Thanks for joining the Community.

 

To set up a new account in your chart of accounts:

 

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. Tip: Use the detail type description to create a name that describes what you're tracking.
6. Add a description.
7. If this is a subaccount 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.