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January 28, 2024
Question

Tutorial video for non accounting person adding accounts to chart of accounts. Very BASIC -- QB desktop

  • January 28, 2024
  • 1 reply
  • 0 views

Hi,

 

For someone who works with me who does NOT have an accounting or QB background I am looking for a tutorial video (non accounting person)  to add accounts to chart of accounts. 

Very BASIC.

 QB desktop.

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

The ones I found on You Tube are a bit advanced.  The ones I"m finding are about BS accounts adding balances too advanced.

Seeking something very basic.  Thanks.

Seeking something very, very basic for non accounting, non QB person.

Thanks! 

1 reply

January 28, 2024

My main goal is to ensure you can add your account, NameUser.

 

We don't have a specific video tutorial in creating an account in QuickBooks Desktop. Not to worry, I'm here to show you how to add them.

 

Here's how:

 

  1. Go to the Lists menu, then select Chart of Accounts.

  2. From the Account ▼dropdown, New.

  3. Choose an account type, then click Continue.

  4. Complete the account details.
  5. Hit Save & Close.

 

For more details, please see this article: Add, edit, or delete accounts in QuickBooks Desktop.

 

In addition, you can visit our How to videos article for other tutorials you can watch while managing your books.

 

Please know that we're here to provide you with continuous assistance and support throughout this process. Don't hesitate to reach out if you need further help. We're committed to helping you every step of the way.