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Add to your chart of accounts

When adding a new account to your Chart of Accounts, if QuickBooks can suggest accounts (or subaccounts) that you might want to use, they display in the Example Accounts window and you can add them to your Chart of Accounts. This saves you data-entry time.

To do this task

  1. Click the account (or subaccount) in the Example Accounts window to select it.

  2. Click OK.

  3. In the Add New Account window, review the account information and change it if necessary.

  4. Save the information. (Now the account appears in your Chart of Accounts.)

Notes:

  • If a parent account is grayed-out, it is already part of your Chart of Accounts and you cannot add it again; however, if there are any available child subaccounts, you can add them.

  • If child subaccounts are grayed-out, but the parent account is not gray, you must add the parent account and then you can add the child subaccounts. (Both parent and children display when the parent is not part of your Chart of Accounts, to show you the account hierarchy.)

  • If you delete an account from your Chart of Accounts, it will appear in the Example Accounts window.

See also

KB ID# H_COA_TASK_SELECT_EXAMPLE_ACCOUNT
9/27/2016 12:01:35 AM
QYPPRDQBKSWS07 9138 Pro 2017 1af911