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You're reading from  Mastering Quickbooks® 2023, Fourth Edition - Fourth Edition

Product typeBook
Published inNov 2022
PublisherPackt
ISBN-139781803243634
Edition4th Edition
Tools
QuickBooksQuickBooks
Concepts
Business Management
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Author (1)
Crystalynn Shelton
Crystalynn Shelton
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Crystalynn Shelton

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
Read more about Crystalynn Shelton

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Customizing the chart of accounts list

As we saw in Chapter 1, Getting Started with QuickBooks Online, the chart of accounts is a list of accounts that is used to categorize your day-to-day business transactions. It is the backbone of every accounting system, and if it is not set up properly, it can result in inaccurate financial statements. One of the benefits of using QuickBooks is that you don’t have to create a chart of accounts from scratch. Based on the industry that you selected when you created your QBO account, QuickBooks will include a preset chart of accounts list. You can customize the chart of accounts by adding, editing, or deleting accounts to fit your business needs. In this section, we will show you how to add, edit, delete (inactivate), and merge accounts on the chart of accounts list.

Adding a new account to the chart of accounts list

The default chart of accounts list will include a generic list of accounts used by most businesses, with a few custom...

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Mastering Quickbooks® 2023, Fourth Edition - Fourth Edition
Published in: Nov 2022Publisher: PacktISBN-13: 9781803243634
© 2022 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Crystalynn Shelton

Crystalynn Shelton is a licensed CPA and small business advisor specializing in financial accounting software training, coaching, and consulting. She has written two Amazon Bestsellers, Mastering QuickBooks 2020 and Mastering QuickBooks 2021. In addition to having experience as a small business owner, she has more than 20 years' experience in providing accountancy consultancy in the entertainment, oil and gas, education, and computer technology fields. Crystalynn is an Advanced Certified QuickBooks ProAdvisor and has taught accounting, bookkeeping, and QuickBooks courses for the last 12 years at the University of California at Los Angeles Extension. When she is not in the classroom, Crystalynn enjoys trying new restaurants and curling up with a good book!
Read more about Crystalynn Shelton

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