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Add New Account to Your Chart of Accounts
Apr 12, 2023
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IMPORTANT: QuickBooks desktop only...If your QuickBooks Chart of Account contains sub-accounts, and you plan to use the Accounting Transaction Export, you must enter the account numbers in the Chart of Accounts. See more about the Accounting Transaction Export here. |
- Click Setup in the Navigation panel.
- Click Chart of Accounts in the Finance section. A list to the accounts currently configured in your system will be displayed.
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- Click the Add button.
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- Configure the following settings:
- a. Name: This is the name of the account. This name must match exactly the name of the account in your general accounting software.
- b. Number: This is the number associated with this account.
- c. Account Description: Enter a description of this account. This is for informational purposes only.
- d. Is Active: Select the check-box to activate this account. If the account is not activated, it will not be available for use within the software.
- e. Type: Select the type of account from the drop-down list.
- f. Chapter: If applicable, select the chapter associated with this account.
- Click Done to save the new account.
