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How to create, edit, or delete account in QuickBooks desktop?

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Interested in learning the steps to create, edit, or delete account in QuickBooks? Well, this post will brief you with the complete set of steps.

Interested in learning the steps to create, edit, or delete account in QuickBooks? Well, this post will brief you with the complete set of steps. The chart of accounts carries a complete list of accounts and balance. You can use the chart of accounts to track the money the company has and owes. It further keeps a track of inflow and outflow of cash. The steps to create a new account differ for windows and Mac. Let us check out the steps involved in creating, editing, or deleting account in QuickBooks. However, if you do not want to implement the steps manually, you can ask our team professionals to do it on your behalf. Give us a call at 1-888-351-0999 and we will provide you with immediate support services.

Steps to create a new account and subaccount

The user can try performing the below set of steps to create a new account in QuickBooks:

  • At first, the user needs to visit the lists at the top menu and select the chart of accounts.
  • Select the drop-down menu and choose new option for creating a new account.
  • The next step is to select he account type and also click on continue tab.
  • Once done with that, enter the account details.
  • Choose the subaccount of checkbox, if it is a child account.
  • Later on, select the parent account from the drop-down menu.
  • At the end, click on save and close options respectively.

Steps to edit an account in QuickBooks

  • Under this process, the user needs to navigate to the lists at the top menu. Select the chart of accounts.
  • The user will then have to right click the account to be edited.
  • Select the edit account and also make the required changes.
  • At the end of this post, select save and close option respectively.

 Read Also:  QuickBooks Error Code 140014 and 140015

Now that you know the steps to create, edit, or delete account in QuickBooks, it is time to implement these steps to do the same. Or you can also get in touch with our QuickBooks customer support  professionals for any further tech assistance. Connect with our team at 1-888-351-0999, and our experts will help you with the procedure and any other QuickBooks related queries.

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