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April 13, 2023
Question

How do you set up a new code structure for a new financial year?

  • April 13, 2023
  • 1 reply
  • 0 views
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1 reply

Level 13
April 13, 2023

Hi richardrvey-me-c, thanks for joining the Community

 

The chart of accounts in QuickBooks is entirely customizable to your business needs - once you've turned on account numbers, you can edit these following the steps below:

 

1. Go to Bookkeeping and select Chart of accounts.
2. Select ✎ Batch edit above the Action column.
3. Add or edit the account numbers in the Number column.
4. Once you’re done, select Save.