How do I access the charts of accounts to switch on account numbers for my accountant? I have followed instructions on chat and YouTube but I have a different dashboard

Hello Sammy11. Let's go through the process of enabling account numbers in your chart of accounts to ensure it's done smoothly and accurately.

Before we proceed, could you please clarify which dashboard you are referring to? Also, could you provide a screenshot of what you see on your dashboard? This information will help me identify the dashboard you mentioned and provide you with the most effective advice.

Please note, that switching on the account number in the chart of accounts can be done if you're using a full version of QuickBooks Online.

Here's how to enable it:

1. Navigate to the Gear icon.
2. Select Account and Settings.
3. Choose Advanced.
4. Click Chart of accounts.
5. Press the pencil icon to edit.
6. Tick Enable account numbers then check the Show account numbers box.
7. Hit Save.

However, if you're using QuickBooks Solopreneur, the option to turn on the account numbers is unavailable.

For more detailed information, you can refer to this article: Use account numbers in your chart of accounts in QuickBooks Online.

Moreover, here are some valuable resources that outline best practices for categorizing your bank entries and manually importing them from your bank or credit card into the program:

• Categorise bank transactions in QuickBooks Sole Trader.
• Manually upload transactions into QuickBooks.

Our team is committed to offering comprehensive support as you explore these features. If you need further clarification or assistance with enabling your account numbers, please don't hesitate to reach out through this channel. We value your collaboration and are eager to help you optimize QuickBooks for your needs.