Skip to main content
October 22, 2021
Solved

I am trying to add a new account to my QBO CoA. I am in the CoA click on the "New" and I am sent to a page "New Category". I cannot see any option to add an account.

  • October 22, 2021
  • 1 reply
  • 0 views
We set up this QBO by importing the CoA. I do not know if this makes a difference.
Best answer by LeizylM

Welcome to Community, elizabeth-hernan.

 

I’m here to ensure you’re able to add a new account in QuickBooks.

 

In QuickBooks Online, there are two user views:

  • Business view
  • Accountant view

 

If you have accounting experience or want complete control over features like your chart of accounts, I recommend using Accountant view.

 

  1. Select Settings ⚙.
  2. Select Switch to Business view or Switch to Accountant view.

 

Once done, QuickBooks lets you add or personalize the accounts in the Chart of Accounts.

 

Let me show you how:

 

  1. Click the Gear and select Chart of accounts.
  2. Click New.
  3. In the Account Type, the drop-down menu chooses an account type.
  4. In the Detail Type drop-down, select the detail type that best fits the types of transactions you want to track.
  5. Give your new account a name. 
  6. Add a description.
  7. Select Save and Close.

 

If you see a usage limit message, this means you've reached the maximum number of accounts you can add with your QuickBooks plan. If you have accounts you no longer use, make them inactive so you can add more. 

 

If you have other questions or concerns with the chart of accounts, please let me know. I’ll be here anytime to help. Have a good one!

1 reply

LeizylMAnswer
October 22, 2021

Welcome to Community, elizabeth-hernan.

 

I’m here to ensure you’re able to add a new account in QuickBooks.

 

In QuickBooks Online, there are two user views:

  • Business view
  • Accountant view

 

If you have accounting experience or want complete control over features like your chart of accounts, I recommend using Accountant view.

 

  1. Select Settings ⚙.
  2. Select Switch to Business view or Switch to Accountant view.

 

Once done, QuickBooks lets you add or personalize the accounts in the Chart of Accounts.

 

Let me show you how:

 

  1. Click the Gear and select Chart of accounts.
  2. Click New.
  3. In the Account Type, the drop-down menu chooses an account type.
  4. In the Detail Type drop-down, select the detail type that best fits the types of transactions you want to track.
  5. Give your new account a name. 
  6. Add a description.
  7. Select Save and Close.

 

If you see a usage limit message, this means you've reached the maximum number of accounts you can add with your QuickBooks plan. If you have accounts you no longer use, make them inactive so you can add more. 

 

If you have other questions or concerns with the chart of accounts, please let me know. I’ll be here anytime to help. Have a good one!

October 22, 2021

Thank you!!  I use QBO all the time and never realize there was this different setting.