Skip to main content
N
NameUser
January 29, 2024
Solved

Need basic instructions for non accounting person to add inc/expense accounts. QB desktop. Very simple, right click, etc.

  • January 29, 2024
  • 1 reply
  • 0 views

Hi,

Looking for very basic instructions on how to to add accounts to chart of accounts. For someone who works with me who does NOT have an accounting or QB background.

Very BASIC.

 QB desktop.

Very basic.  Literally looking for right click, new, etc.  

The ones I"m finding are about BS accounts adding balances too advanced.

Seeking something very basic.  Adding inc/exp accounts.

QB desktop

Thanks! 

Best answer by CamelleT

Yes, I've got the steps to add an income and expense account for QuickBooks Desktop (QBDT), NameUser.

 

Here's how you can add an account in QBDT:

 

  1. Go to the Lists menu and choose Chart of Accounts.
  2. From the Account dropdown, click New.
  3. Choose an Income or Expense account and hit Continue.
  4. Complete the necessary account information and select Save & Close. 

 

Moreover, I'll add this article for further information on how the chart of accounts works in QBDT. It also contains the list and description of different account types you can create: Work with the chart of accounts in QuickBooks Desktop.

 

Hit reply in the thread if you have follow-up questions about managing your accounts in QBDT. I'll be here to help. Have a wonderful day!

1 reply

D
DebSheenD
January 29, 2024

Hello there, @NameUser.


Welcome to the Community, I'd be glad to help you add an income and expense account in QuickBooks Desktop (QBDT).

 

Here's how: 

 

  1. Go to the List button. 
  2. Select Chart of Accounts.
  3. On the lower corner click the drop-down arrow beside the Account.
  4. Hit New. 
  5. Then, you may choose an Income or Expense account and fill in the necessary information.
  6. Once done, click Save and Close.

 

Once done saving, check your Chart of Accounts if the category has been created successfully and I'll add this article as your reference on how to add accounts to keep track of your transactions: Add an account to your chart of accounts in QuickBooks Online.

 

You may consider checking these articles. The details that we will be getting in there are all for the Chart of Accounts (COA) in QBDT:

 

 

If you have more something to ask about accounts in QBDT, please let us know by posting a new one below. I'm right here together with the Community people to assist you. I hope you're doing well. Keep safe!

    N
    NameUserAuthor
    January 29, 2024

    Thanks.

    Does anyone have similiar information for QB DESKTOP?

    C
    CamelleTAnswer
    January 29, 2024

    Yes, I've got the steps to add an income and expense account for QuickBooks Desktop (QBDT), NameUser.

     

    Here's how you can add an account in QBDT:

     

    1. Go to the Lists menu and choose Chart of Accounts.
    2. From the Account dropdown, click New.
    3. Choose an Income or Expense account and hit Continue.
    4. Complete the necessary account information and select Save & Close. 

     

    Moreover, I'll add this article for further information on how the chart of accounts works in QBDT. It also contains the list and description of different account types you can create: Work with the chart of accounts in QuickBooks Desktop.

     

    Hit reply in the thread if you have follow-up questions about managing your accounts in QBDT. I'll be here to help. Have a wonderful day!

      Terms & ConditionsAccessibility statement