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December 31, 2024
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Account Routing Defaults

  • December 31, 2024
  • 1 reply
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I am new to the QB system and I am trying to understand how the QB internal defaults work.  For example, is there a table that I can see where all the transaction default accounts are setup?  Can any of the routing be changed by the client or QBA?

 

For instance, I can tell by reviewing the Transaction Detail by Account, which I sorted by Transaction Type, that all Bill Payment (Check) transactions are credits to Checking and debits to Accounts Payable in the Sample Company.

 

Is there a place I have access to that shows where this routing is located?  Perhaps in QuickBooks Advanced?  I'm trying to gain an understanding of what customization, if any, is available.  Thanks for your help!

 

 

Best answer by EmaicaD

Allow me to provide you with insightful guidance on how to identify where all transaction default accounts are located in QuickBooks Online, @LadyAg.

 

You can find the table where all the transaction default accounts are set in the Chart of Accounts. The default accounts are generated either upon the initial setup of QuickBooks or when prompted by particular events, such as the activation of the sales tax feature.

 

Additionally, yes, @LadyAg some accounts can be edited, but not deactivated or merged. To edit, here are the steps:

 

  1. Go to the Transactions at the left pane.
  2. Select Chart of Accounts.
  3. Click the pencil icon in the right corner, then you can edit or change accounts.

 

 

       4. Once done, click Save.

 

 

For further understanding of what accounts can be changed or customized, you can access this article to learn more: Manage default and special accounts in your QuickBooks Online chart of accounts.

 

For future reference, should you wish to make accounts inactive or add an account to your chart of accounts, please consult the article below for educational and instructional guidance on how to proceed.

 

Make an account inactive on your chart of accounts in QuickBooks Online.

Add an account to your chart of accounts in QuickBooks Online.

 

Finally, if you require more assistance managing a chart of accounts, and properly organize each account, our QuickBooks Live Assisted is available to offer guidance and share best practices for helping customers like you.

 

Having followed the steps, education, and articles provided, you can now have a good understanding of how to alter or customize your chart of accounts. However, if any inquiries arise, I am here to assist you whenever you need.

 

 

 

1 reply

EmaicaDAnswer
December 31, 2024

Allow me to provide you with insightful guidance on how to identify where all transaction default accounts are located in QuickBooks Online, @LadyAg.

 

You can find the table where all the transaction default accounts are set in the Chart of Accounts. The default accounts are generated either upon the initial setup of QuickBooks or when prompted by particular events, such as the activation of the sales tax feature.

 

Additionally, yes, @LadyAg some accounts can be edited, but not deactivated or merged. To edit, here are the steps:

 

  1. Go to the Transactions at the left pane.
  2. Select Chart of Accounts.
  3. Click the pencil icon in the right corner, then you can edit or change accounts.

 

 

       4. Once done, click Save.

 

 

For further understanding of what accounts can be changed or customized, you can access this article to learn more: Manage default and special accounts in your QuickBooks Online chart of accounts.

 

For future reference, should you wish to make accounts inactive or add an account to your chart of accounts, please consult the article below for educational and instructional guidance on how to proceed.

 

Make an account inactive on your chart of accounts in QuickBooks Online.

Add an account to your chart of accounts in QuickBooks Online.

 

Finally, if you require more assistance managing a chart of accounts, and properly organize each account, our QuickBooks Live Assisted is available to offer guidance and share best practices for helping customers like you.

 

Having followed the steps, education, and articles provided, you can now have a good understanding of how to alter or customize your chart of accounts. However, if any inquiries arise, I am here to assist you whenever you need.