PC.2.I.1 - Customizing the Chart of Accounts
- 7 steps
Fast & Easy QBO
QuickBooks
The Sample Company
1
To complete this exercise, you must be in the Sample company. To get into it, click on the Gear icon on the top right corner of the screen, then select Sample company.
Note that you will be logged out of your current account. If you are sure, click "Continue" to confirm.
Hands On Practice
Now let's get started with the exercise.
2
From the left navigation bar, hover over Transactions, then select "Chart of accounts".
*Alternatively, you could click on the Gear icon and select "Chart of accounts" to navigate to the page.*
3
On the Bookkeeper account line, click the "down arrow" in the Action column, then select "Edit".
4
In the Account name field, change the name to "Accounting".
5
Click "Save".
A warning will appear, saying there is another account under the same name and ask if you want to merge them.
6
Click "Yes, merge accounts".
7
Click "Save".
The two subaccounts, Bookkeeper and Accounting, are now merged into one account (Accounting).
🏋️♀️ Get More Practice
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