Pinterest

How to Add, Edit or Delete QuickBooks Desktop Account

When you create a company file in QuickBooks, the appropriate accounts for your business are automatically added to your chart […]


Free Trial Dancing Numbers Online
Voiced by Amazon Polly

When you create a company file in QuickBooks, the appropriate accounts for your business are automatically added to your chart of accounts. To better track how much money your company has, owes, and receives, you can make adjustments to the existing accounts or add new ones. To add, edit, or delete accounts from your chart of accounts in QuickBooks Desktop for Windows and Mac you have to read the below blog.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

How to Set up Account Numbers in QuickBooks

You can give your accounts account numbers so you can quickly determine whether they are an asset, liability, or equity account.

QuickBooks Desktop for Windows

  • Select Preferences from the Edit menu after going there.
  • Then you have to select Accounting.
  • Choose the tab for Company Preferences.
  • Check the box next to Use account numbers.
  • Select the Show lowest subaccount only checkbox if you have subaccounts. When you use it in your transactions, this shortens the subaccount information.
  • When you use the expense account 5400 Rent: 5410 Office: 5411 Main in a check, for example, 5411 Main appears.
  • At last, You have to select OK.

QuickBooks Desktop for Mac

  • First, You have to go to the QuickBooks menu and then you have to select Preferences.
  • Now you have to select Transactions.
  • Check the box that is next to Use account numbers.
  • Now you have to select the Show lowest subaccount only checkbox if you have subaccounts. When you use it in your transactions, this shortens the subaccount information.
  • When you use the expense account 5400 Rent: 5410 Office: 5411 Main in a check, for instance, 5411 Main appears.

How to Add an Account in QuickBooks

If you want to keep track of different kinds of transactions, you can add extra accounts. You can add the following account types to your QuickBooks chart of accounts.

QuickBooks Desktop for Windows

  • The Chart of Accounts can be found by selecting Lists from the menu.
  • Choose New from the Account dropdown menu.
  • Then click Continue after choosing an account type.
  • Fill out the account information.
  • Then you have to select Save and Close.

QuickBooks Desktop for Mac

  • Begin by going to the lists and then you have to select Chart of Accounts
  • Then you have to choose Create +.
  • Choose the account type from the Type drop-down menu.
  • Fill out the account information.
  • Choose OK after completing.

How to Add a Subaccount in QuickBooks

In order to maintain track of particular accounts under a parent or main account, you may also add subaccounts. Your utility account (parent), for example, has subaccounts for various utility costs like gas, phone, and water.

QuickBooks Desktop for Windows

  • Start by selecting Chart of Accounts from the Lists menu.
  • Then select New from the Account menu.
  • Select a kind of account, then click Continue.
  • Describe the account in detail.
  • Now you have to select the Subaccount of the checkbox.
  • Choose the parent account from the drop-down list for the subaccount.
  • Lastly, you have to select Save and Close.

QuickBooks Desktop for Mac

  • You have to start by going to the Lists menu and then you have to select Chart of Accounts.
  • Then you have to choose Create +.
  • Choose the account type from the Type drop-down menu.
  • Then you have to enter the account details.
  • Choose the checkbox that is next to Subaccount.
  • After that, You have to choose the parent account from the Subaccount of the dropdown.
  • Lastly, You have to select OK.

How to Edit an Account in QuickBooks

You can update an account’s type, account number, description, and tax-line mapping if necessary.

QuickBooks Desktop for Windows

  • First, You have to go to the Lists menu and then select Chart of Accounts.
  • Then you have to right-click on the account that you want to edit.
  • Now you have to select Edit Account and then you have to update the details of the accounts.
  • At last, You have to select Save and Close.

QuickBooks Desktop for Mac

  • Select Chart of Accounts by going to the Lists menu.
  • Then you have to choose the account that you want to edit.
  • Now you have to select Edit and then you have to update the details of the account.
  • Lastly, Click on OK.

How to Delete an Account in QuickBooks

If you no longer need an account, you can delete it to keep your chart of accounts organized.

Important:

  • An account can only be deleted if it has no subaccounts. You must first delete any subaccounts if there are any or move them to another parent account.
  • You haven’t connected it to any items or used it in any transactions.

Make the account inactive in your chart of accounts if you are unable to delete it.

QuickBooks Desktop for Windows

  • You have to go to the Lists menu and then you have to select Chart of Accounts.
  • To Edit you have to right-click on the account.
  • You have to select Delete Account and then you have to click on OK.

QuickBooks Desktop for Mac

  • Start by going to the Lists menu and then you have to select Chart of Accounts.
  • To delete, You must first choose the account.
  • Then you have to go to the Edit menu and there you have to choose Delete Account.
  • At last, You have to select OK.

How to Make an Account Inactive in QuickBooks

If you are unable to delete an account, you can make it inactive. Your chart of accounts and transaction forms will no longer show the account as it is hidden.

QuickBooks Desktop for Windows

  • Select Chart of Accounts by going to the Lists menu.
  • Then you have to select Edit Account by right-clicking on the account that you want to make inactive.
  • Now you have to choose the checkbox Account is inactive.
  • Lastly, you have to select Save and Close option.

You can turn the account active whenever you are ready to use it once more.

  • Firstly, You have to select Chart of Accounts by going to the Lists menu.
  • Now you have to select the Include inactive checkbox.
  • Select Edit Account from the menu when you right-click on the account you want to reactivate.
  • Uncheck the box that says Account is inactive.
  • At last, You have to select Save and Close.

QuickBooks Desktop for Mac

  • First, Go to the Lists menu, and then you have to select Chart of Accounts.
  • To make it inactive you have to select the account you want.
  • Then you have to select Settings and then you have to choose to Make Accounts Inactive.

The account can be made active whenever you are prepared to use it once more.

  • Choose Chart of Accounts from the Lists menu.
  • Then you have to go to the View dropdown menu and from there you have to select All Accounts.
  • To make it active again you have to select the account you want.
  • Simply select Settings and after that, you have to select Make Accounts Active.
Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.


Frequently Asked Questions (FAQs)

How to Edit Items in QuickBooks Desktop?

1. First, you have to select Lists, and then for Windows, you have to select Item Lists and for Mac, you have to select Items.
2. After that, you have to double-click the item that you want to change.
3. For the item, you have to edit the info.
4. At last, you have to select OK.

How to Edit Multiple Items in QuickBooks Desktop?

Any field can be selected to start editing entries. Data from Excel can also be copied (Ctrl+C) and pasted (Ctrl+V) into the Add/Edit Multiple List Entries box. Simply choose the specific field, right-click, and then select Copy Down to copy the data in that field to the other records.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Close X
Call Now+1-800-596-0806
Dancing Number

We value your privacy and are strongly against any kind of phishing, spam, and malware. We collect your information for our legitimate business purpose only. This information is safe with our in-built security.

X



    Top