This is something you must do after the interview has beencompleted. No provision exists for assigning account numbers during the EasyStepinterview. You can use up to seven characters for your account numbering system, and youcan choose any combination of letters (upper- and lowercase) and numbers to formyour account numbers. If you want to have youraccounts appear alphabetically on your financial statements, assign accountnumbers to the accounts in alphabetical order. This is because QuickBooks makes your account number part of theaccount name (almost like the first word in the name). When choosing account numbers, keep in mind that any financial statements orreports that you want organized by account name are now going to be organized byaccount number. Use the following steps to number youraccounts:įor all new accounts, refer to your spreadsheet or paper list of accountnumbers, and enter your own account number in the Number field when setting upthe account.įor existing accounts, go to the Edit Account window and change theassigned account number to the one that you prefer. In addition to numbering allyour existing accounts automatically, QuickBooks places a new field in your NewAccount window: the Account Number field. Whether you select all yourown account numbers or let QuickBooks number the accounts, you need to open thePreferences window and turn on account numbering. It's harder, but perhaps ultimately more useful to your business, tochoose your own numbering/lettering system for account numbers rather thanletting QuickBooks choose account numbers for you. QuickBooks assigns numbers to each existing account, based on a standardsystem of numbering as follows: 1000s: Numbers in the 1000s are assets 2000s: Liabilities 3000s: Equity 4000s: Income 5000s: Cost of Sales 6000s, 7000s: Other operating expenses 8000s: Other income 9000s: Other expenses Assigning Account Numbers Yourself
On a spreadsheet or a piece of paper, create all the accounts you thinkyou might want to use.Ĭlick the Accounting icon at the left side of the Preferenceswindow.Ĭlick the Company Preferences tab at the top of the window, andthen click Use Account Numbers.
If youwant to change the account numbers to your own numbering scheme, see thefollowing section, "Assigning Account Numbers Yourself." QuickBooks assigns account numbers using thefollowing numbering scheme, and you are welcome to accept these numbers. The easiest way to assign numbers to your Chart of Accounts is to allowQuickBooks to do the work for you. Let QuickBooks assign a numbering system for you.Ĭhoose your own numbering/lettering system.Īssigning Account Numbers with QuickBooks You can assign account numbers yourself in oneof two ways: QuickBooks doesn't assign numbers to your accounts when you set them upthrough the EasyStep interview. Learn More Buy Numbering Your Chart of Accounts
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