How and where are you entering charts or clients’ notes into QB?

1

Your chart of accounts contains a complete list of your accounts and their balances. You use it to track how much money your company has and owes, and how much money is coming in and out.

Create a new account and subaccount
Go to Lists at the top menu, then select Chart of Accounts.
Select the Account drop-down at the bottom, then choose New to create a new account.
Select an account type, then Continue.
Enter the account details.
Select the Subaccount of checkbox if it’s a child account.
From the drop-down, choose the parent account.
Select Save & Close.
Edit an account
Go to Lists at the top menu, then select Chart of Accounts.
Right-click the account that you want to edit.
Select Edit Account, then make the necessary changes.
Select Save & Close.
Delete an account
Go to Lists at the top menu, then select Chart of Accounts.
Right-click the account that you want to delete.
Select Delete Account, then OK.

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