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How To Enter Chart of Accounts into QuickBooks Online (2023)

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Gunnar Harris / Essentially Intentional

In this video we will talk about working with the new QBO Chart of Account experience introduced in mid2022. We will discuss the difference when adding new accounts via the "Business View" and "Accountant View" and the differences and restrictions with both and you will learn how and when to switch between the two to get the most capability when adding new accounts to your books.

Link to schedule a oneonone Zoom video 1 hour training session with Gunnar:

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Thank you for watching my videos. My name is Gunnar Harris and I am the owner of Essentially Intentional, LLC. I provide financial bookkeeping and accounting training for small business owners.

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Timestamps:
0:00 Intro
2:20 Account Types
4:23 Adding New Accounts in Business View
21:00 Adding New Accounts in Accountant View
32:24 Overview
34:08 Email Newsletter

posted by arrostavizk