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broper1
January 18, 2019
Question

How do I add a new general ledger account?

  • January 18, 2019
  • 1 reply
  • 59 views
No text available

1 reply

MichaelDL
MichaelDL
Level 4
January 18, 2019

Happy Friday, @broper1.

 

It would be my pleasure to help you add a new general ledger account. Check out the instructions below to get started:

 

Creating a New General Ledger Account

  1. From QuickBooks Online, navigate to the Accounting tab and the Chart of Account section.
  2. Click New. Select an Account Type, Detail Type, and enter a Beginning Balance if there is one.
  3. Once finished, click Save and close.

We also offer a guide on creating new ledger accounts here for your convenience. I'm including a short video example of this below:

 

With these instructions, you can create new ledger accounts whenever you need with ease. Please don't hesitate to reach out to me here should you have any further questions, I want to make sure you're taken care of. Thanks for coming to the Community and take care.

    K
    Kath86
    June 17, 2019

    I have accountant access to my client's books.  Client agreed to additional accounts needed. I followed the instructions above to create a new GL account; but when I click on "New", the only option is "Import."  The company has gone through numerous accountants -- is this something in the set up, or is there something I need to do differently in order to create new accounts in the CoA?  Thanks!

    C
    Charies_M
    Level 9
    June 17, 2019

    Hello there, IrishDi5280.

     

    Let's get this sorted out so you can successfully create a new General Ledger account in QuickBooks Online (QBO).

     

    Seems that you're clicking the drop-down arrow from the New button on your Chart of Accounts. This is the reason why you're seeing the Import option. No need to click the drop down, just hit the New button and the window to create an account will pop-up.

     

    From there you can start filling up the information needed to set up an account and you should be all set. 

     

    If you have further questions or clarifications about this, don't hesitate to reach back to me as I'm always happy to help.

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