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Assign Account Numbers in QuickBooks Online- Instructions

by / Wednesday, 29 November 2017 / Published in Latest, Quickbooks Online

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 do this, click the Gear button. Then click the “Account and Settings” link under the “Your Company” heading in the drop-down menu. Then click the “Advanced” link to the left of the “Account and Settings” page.

            To the right, click the “Chart of Accounts” section to edit its settings. Check the “Enable account numbers” checkbox to enable account numbering. To show account numbers in transaction forms and reports, check the “Show account numbers” checkbox. Then click the “Save” button at the bottom of this section to save your changes. 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 Gear button. Then 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.

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” window to open a new page that lets you edit the account names and numbers. Enter or edit the account numbers for your accounts in this page by using the “Number” column. Account numbers in QuickBooks Online Plus can only be up to seven (7) digits long. If desired, you can also edit account names using the “Name” column. When you are finished 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 Gear button.
  2. Then click the “Account and Settings” link under the “Your Company” heading in the drop-down menu.
  3. Click the “Advanced” link to the left of the “Account and Settings” page.
  4. Click the “Chart of Accounts” section to the right to edit its settings.
  5. To enable account numbering, check the “Enable account numbers” checkbox.
  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. 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 Gear button.
  10. Then click the “Chart of Accounts” link under the “Your Company” heading in the drop-down menu.
  11. Alternatively, click the “Accounting” link in the Navigation Bar and then click the “Chart of Accounts” link at the top of the page that appears to the right.
  12. To edit the account names and numbers, click the “Batch edit” button, which looks like a pencil, in the upper-right corner of the “Chart of Accounts” window to open a new page.
  13. Enter or edit the account numbers for your accounts in this page by using the “Number” column. Account numbers in QuickBooks Online Plus can only be up to seven (7) digits long.
  14. If desired, you can also edit account names using the “Name” column.
  15. When you are finished 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: Video Lesson

            The following 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.”

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