Assign Account Numbers in QuickBooks Online- Instructions

Assign Account Numbers in QuickBooks Online: Video Lesson

            This video lesson, titled “Assigning Account Numbers,” shows how to assign account numbers in QuickBooks Online. This video lesson is from our QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.”

Assign Account Numbers in QuickBooks Online: Overview

            To assign account numbers in QuickBooks Online, you must first enable account numbering in your company file. To enable account numbering in QuickBooks Online, click the “Settings” button in the QuickBooks Online toolbar. Then click the “Account and settings” link under the “Your Company” heading in the drop-down menu.

            Then click the “Advanced” link at the left side of the “Account and Settings” window that opens. Next, click the “Chart of Accounts” section that appears to the right to edit its settings. Click the “Enable account numbers” toggle switch to set it to the “On” position to enable account numbering. To show account numbers in transaction forms and reports, then check the “Show account numbers” checkbox. Then click the “Save” button at the bottom of this section to save your changes. Then click the “Done” button in the lower-right corner of the window to close it.

            To then assign account numbers in QuickBooks Online, click the “Settings” button again. This time, click the “Chart of accounts” link under the “Your Company” heading in the drop-down menu to open the “Chart of Accounts” list.

Assign Account Numbers in QuickBooks Online- Instructions: A picture of a user assigning account numbers in the “Chart of Accounts” window in QuickBooks Online.

            Click the “Batch edit” button, which looks like a pencil, in the upper-right corner of the “Chart of Accounts” list to open a new window that lets you edit the account names and numbers. Enter or edit the account numbers for your accounts in this page by typing them into the “Number” column that appears. Account numbers in QuickBooks Online Plus can only be up to twenty (20) digits long. If desired, you can also edit the account names by using the “Name” column. When you finish batch editing the records, click the “Save” button in the upper-right corner of the page to save your changes and close it.

Assign Account Numbers in QuickBooks Online: Instructions

1. To enable account numbering before you assign account numbers in QuickBooks Online, click the “Settings” button in the QuickBooks Online toolbar.
2. Then click the “Account and settings” link under the “Your Company” heading in the drop-down menu.
3. Then click the “Advanced” link at the left side of the “Account and Settings” window that opens.
4. Next, click the “Chart of Accounts” section that appears to the right to edit its settings.
5. To enable account numbering, click the “Enable account numbers” toggle switch to set it to the “On” position.
6. To show account numbers in transaction forms and reports, check the “Show account numbers” checkbox.
7. Then click the “Save” button at the bottom of this section to save your changes.
8. Then click the “Done” button in the lower-right corner of the window to close it.
9. To then assign account numbers in QuickBooks Online, click the “Settings” button again.
10. This time, click the “Chart of accounts” link under the “Your Company” heading in the drop-down menu to open the “Chart of Accounts” list.
11. Then click the “Batch edit” button, which looks like a pencil, in the upper-right corner of the “Chart of Accounts” list to open a new window that lets you edit the account names and numbers.
12. Enter or edit the account numbers for your accounts in this page by typing them into the “Number” column. Account numbers in QuickBooks Online Plus can only be up to twenty (20) digits long.
13. If desired, you can also edit account names using the “Name” column.
14. When you finish batch editing the records, click the “Save” button in the upper-right corner of the page to save your changes and close it.