Add, edit, or delete accounts in QuickBooks Desktop

Learn how to add, edit, or delete accounts /6723.txt your chart of accounts in QuickBooks Desktop for Windows and Mac. When you set up a company file, QuickBooks automatically adds accounts to your chart of accounts that fit your business. You can make changes to the existing accounts or add new ones so you can better track how much money your company has and owes, and how much money comes in and out. Instead, you assign account numbers when you create or edit your own accounts.

You can add more accounts if you need to track assign account numbers in quickbooks desktop types of transactions. Here are different account types you can add to your QuickBooks chart of accounts. You can also add subaccounts so you can keep track of specific accounts under a parent or main account.

For example, your utility account parent has subaccounts for different utility expenses such as gas, telephone, and water. Note: The parent and subaccount must be the same account type. You can delete an account if you no longer use it so you can keep your chart of accounts organized. This hides the account from your chart of accounts and transaction forms. Need to make changes or updates to your accounts or subscriptions? Visit the Account Management Page. QuickBooksHelp Intuit. Select Accounting.

Select the Company Preferences tab. Select the Use account numbers checkbox. If you have subaccounts, select the Show lowest subaccount only checkbox. This shortens the subaccount details when you use it in your transactions. For example, the expense account Просто refund in quickbooks desktop какие Office: Main assign account numbers in quickbooks desktop as Main when you use it in a check.

Select OK. Select Transactions. Select an account type, then select Continue. Complete the account details. Enter the account details. Select the Subaccount of checkbox. Right-click on the account that you want to edit. Select Edit Account. Update the account details. Select the account you want to edit. Select Delete Читать полностьюthen OK. Select the account you want to delete. Go to the Edit menu, then select Delete Account. Right-click on the account по этой ссылке want to make inactive, then select Edit Account.

Select the Account is смотрите подробнее checkbox. Go to the Lists menu, then select Chart of Accounts. Select the Include inactive checkbox. Right-click on the account you want to make active again, then select Edit Account.

Clear подробнее на этой странице Account is inactive checkbox. Select the account you want to make inactive. Select the account you want to make active again. QuickBooks Desktop for Windows Create and send assign account numbers in quickbooks desktop to your customers Enter bills for your vendors Record and make bank deposits. Assign account numbers in quickbooks desktop Desktop for Mac Create and send invoices to your customers Enter bills for your vendors Record and make bank deposits.

Was this helpful? Yes No. You must sign in to vote, reply, or post. Sign in for the best experience Ask questions, get answers, and join our large community of QuickBooks users. If it has subaccounts, you need to delete or move them to another parent account first.

Assign Account Numbers in QuickBooks Online- Instructions.How to assign account numbers to customers in QuickBooks Online

 
Select the Advanced tab. Select Edit ✎ in the Chart of accounts section.

– Assign account numbers in quickbooks desktop

 
Select the Advanced tab. Select Edit ✎ in the Chart of accounts section.