How do I set up a new client with specific chart of accounts?

Hi bruceoro-retrain,

The chart of accounts is the heart of your bookkeeping. QuickBooks Online automatically sets it up for you when you create a company file. You also have the flexibility to import a chart of accounts or add new accounts in the file if needed. I'd be happy to show you how.

To add a new account in your chart of accounts is a pretty straightforward process.

1. Go to Settings ⚙, then select Chart of Accounts.
2. Select New to create a new account.
3. In the Account Type ▼ dropdown menu choose an account type.
4. In the Detail Type ▼ dropdown, select the detail type that best fits types of transactions you want to track
5. Give your new account a name. You can use the info under the detail type to add a name that fits.
6. Add a description.
7. If you’re adding a sub-account, select Is sub-account and then enter the parent account.
8. Select Save and Close.

Here's an article for your reference: Add an account to your chart of accounts in QuickBooks Online

You can also import an existing chart of accounts in the system. Here's how: Move your chart of accounts to QuickBooks Online

You're now good to go to set up your client's account as you'd like. You may also find these other articles useful.

• Understand the chart of accounts in QuickBooks
• Delete an account on your chart of accounts in QuickBooks Online

Have a great day!