Skip to main content
January 1, 2024
Question

How do I set up a new account number in the Chart of Accounts?

  • January 1, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Clark_B
January 1, 2024

Welcome to the Community, @friendsoftuttlep.

 

I'd be glad to help you set up a new account number for your Chart of Accounts in QuickBooks Online (QBO).

 

To start, ensure that you turn on the account numbers in your Chart of Accounts section in the Account and Settings.

 

Here's 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, and select Show account numbers.
  5. Select Save and then Done.

 

To set up a new account number, here's how:

 

  1. Go to Settings and select Chart of Accounts.
  2. Click New.
  3. Select which account, and fill in the details.
  4. Click Save.

 

You can also check this article for more detailed steps: Add an account to your chart of accounts in QuickBooks Online.

 

For future reference, here's a guide on reviewing your accounts: Reconcile workflow.

 

Please feel free to reach us again, if you have further questions regarding setting up a new account number in COA or other QBO-related concerns. I'll be happy to assist you.