How to Add, edit, or delete accounts in QuickBooks Desktop

While setting up a company file, QuickBooks users can automatically add, edit or delete accounts in QuickBooks Desktop. Moreover, the software also allows the user to make changes to the existing accounts or add new ones so that you can track the money inflow and outflow easily. If you are also looking for the steps to do so, all you need to do is to read this post till the end. You can also connect with our tech support professionals for any further assistance.

Steps to add an account

The user can add more accounts if needed to track other transactions. Here are different account types you can add to your QuickBooks chart of accounts.

  • The first step is to move to the Lists menu, then select Chart of Accounts.
  • Now, from the Account dropdown, go for New.
  • And then select an account type, then select Continue.
  • Complete the account details.
  • Lastly, choose Save & Close.

Steps to Edit an account

One can try to edit the account using the steps below in windows.

  • The very first step is to head to the Lists menu, then select Chart of Accounts.
  • Now, right-click on the account that you want to edit.
  • Go for Edit Account.
  • Also, update the account details.
  • Go for Save & Close.

Steps to delete an account

One can delete an account if it is no longer in use. Keep your chart of accounts organized. The steps for windows are as follows:

  • The first step is to head to the Lists menu, then select Chart of Accounts.
  • Now, right-click on the account that you want to edit.
  • Also, choose Delete Account, and hit OK

Read Also: journal entry in QuickBooks Desktop

We conclude this segment right here with the hope that the information shared in above might be of some help in adding, editing, or deleting accounts in QuickBooks. However, if you are stuck at some point in time or have any queries, then feel free to connect with our QuickBooks tech support team at +1-888-351-0999 and we will provide you with instant support services. We are a team of certified QuickBooks professionals who work round the clock in providing immediate support and assistance for all QuickBooks-related issues.

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