Step by Step Guide to Using QuickBooks


Chart of Accounts QuickBooks Mac

Setting Up or Customizing the Chart of Accounts
in QuickBooks Mac

You can customize your Chart of Accounts by adding accounts you need and deleting the ones you do not need. You can also edit your accounts to make changes, correct spelling or make account a Sub-Account of another.

Step 1. Go to the Company menu, click Chart of Accounts.

Step 2. Click the plus + sign at bottom left to open new window. Then fill in the fields:

a) Click on the type of account you are creating - Bank, Expense, Income, etc .

b) Enter the account number if you are using account numbers in your accounting system.

c) Enter a name that you will use to identify this account. Description & Note (optional)

d) If this is a Sub-Account to a parent account, check the box at Subaccount of and click the dropdown button or start typing the name or number of the account, to select it. NOTE: Tax Line is for the accountant /CPA purposes, so if you are not familiar - leave blank).

Step 3. Click Ok.

To Edit an Account in QuickBooks Mac

Follow Step 1 above, then:

Step 2. Click the pencil icon at bottom left, and make your changes. Click Ok when you are through.

To Delete an Account in QuickBooks Mac:

Follow Step 1 above, then:

Step 2. Click on the account you want to delete to highlight it, then go to Edit at top menu bar, and click Delete account.

Step 3. Answer Ok to question: Are you sure you want to delete "this" account?




We will not share your email address with anyone. Guaranteed!


1099 Setup & Printing

Banking Setup & Management

Company Setup & Management

Employee Setup & Management

Customer Setup & Management

Vendor Setup & Management

Payroll Setup & Management

Deposits & Undeposited Funds

Financial Statements & Reports

Reimbursements & Investments

Invoicing & Receivables

Bookkeeping 101


Third-Party Applications

Preferences & Customization

C.O.A Setup & Management