QBO Onboarding Step 3: Add account numbers in QuickBooks Online

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Overview

By default, your Chart of Accounts in QuickBooks Online will not show account numbers. To turn on account numbers, use the following instructions.


Who uses this feature

  • Administrators, office employees, managers, accountants, and bookkeepers

  • Applies to all business types

  • Applies to all trades

Feature configuration

  • Account configuration is required to use this feature. Please contact Technical Support for details.

Things to know

  • The account numbers you choose will affect how accounts are listed in your Chart of Accounts.

  • Accounts are listed numerically (or alphabetically if account numbers are not used).

  • Click here for a standard chart of accounts numbering system.

How to turn on account number viewing

  1. Click the Gear icon > Company Settings.

  2. Select Advanced > Chart of Accounts > Edit Icon.

  3. Check Enable Account Numbers and Use Account Number. This setting provides all users with the ability to view and sort accounts numerically.

  4. Click Save and then click Done.

How to set account numbers

  1. Click the Gear icon > Chart of Accounts.

  2. Click the Edit Icon.

  3. Enter a unique number for each account in the number column. This number can be up to 7 digits long.

  4. Click Save.

Next step: Create chargeable materials in QuickBooks Online

After setting up your GL accounts in QuickBooks Online, create chargeable materials in QuickBooks Online if you want them to be Non-Inventory or Inventory parts in QuickBooks. For more, see QBO Onboarding Step 4: Create chargeable materials in QuickBooks Online.

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