Then click the blue Save & Close button.Ī pop-up will appear asking if you’d like to set up bank feeds. Including the name, account number, routing number, etc. This will bring you to a page where you enter the information for your bank account.Įnter your bank accounts information. Select Bank from the list of accounts and click the blue Continue button. To add a bank account click on the Account button in the lower left-hand corner then select New. The only income in the list is Consulting Income (highlighted green). While on the right-hand side you see what type of accounts they are. On the left-hand side is the names of the accounts. In the screenshot below you can see the default list for a consulting business. When your Chart of Accounts opens you’ll see the default list. To navigate to the Chart of Accounts click on Lists in the Windows menu and then Chart of Accounts. Keep reading for full instructions with screenshots. Check off the “Use account numbers” check-box.Selecting Account -> Company Preferences.Click Edit -> Preferences in the top menu.Click Account -> Delete Account in the lower left-hand corner.Click Account -> New in the lower left-hand corner.In the Windows menu click Lists -> Chart of Accounts.I’ll be using QuickBooks Accountant Desktop 2020 (also known as QuickBooks Premier). In this QuickBooks Desktop training, I’ll show you how to edit the Chart of Accounts.
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