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.
- Select Settings ⚙.
- 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:
- Click the Gear and select Chart of accounts.
- Click New.
- In the Account Type, the drop-down menu chooses an account type.
- In the Detail Type drop-down, select the detail type that best fits the types of transactions you want to track.
- Give your new account a name.
- Add a description.
- 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!
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