Accounts

People often wonder where to start when they are new to QuickBooks. Setting up your Chart of Accounts is a good place. Your accounts are the backbone to managing your businesses finances.

How do I manage my accounts?

When you create your company file, QuickBooks creates a basic set of accounts for you based on the type of business that you’re in. From there  you can use your Chart of Accounts to add and modify your accounts.

How do I learn more?

These videos and articles can help you get started.

And there’s more! Check out the featured articles and videos below.


Most recent articles



Video: Adding or changing an opening balance

When you first created an account, you may have overlooked entering an opening balance or entered the wrong balance. In this video, you'll see how you can change or add an opening balance for an … [Read more...]

Converting a QuickBooks file from Mac to Windows (2015)

Let’s face it. Every computer in the whole world is not a Mac. There may be a time when you will need to use your QuickBooks company file on a Windows computer. For example, maybe you need to send your company file to your accountant who uses a … [Read more...]

Tips for avoiding some newbie mistakes

Editor's note: Our friends over at QuickBooks for Windows wrote this piece for Windows users. Seeing a great idea, we ripped it off and Mac-ified it for you. Here's a shout out to the awesome Jonathan Brubaker who created the original article for … [Read more...]

Video: Bookkeeping 101

This one is an oldie, but a goodie. We've had this video in past versions of QuickBooks for Mac. It's a little dated in the look and feel, but still has some great information. If you're brand new to running your business with QuickBooks, it's a good … [Read more...]

Video: What is the Chart of Accounts?

QuickBooks for Mac didn't invent the Chart of Accounts, but we can help you use it to get more insight into your business. Here's a brief introduction to your Chart of Accounts. https://www.youtube.com/watch?v=D6gBFYYXvFA&feature=youtu.be Video … [Read more...]

Getting Going with QuickBooks for Mac: One Real User’s Journey

A freelance writer, I’m a new user to QuickBooks for Mac. Until now, I’ve been managing my business with an ultra-professional jumble of Excel spreadsheets and notes scrawled on a motley heap of notebooks. Oddly enough, this system hasn’t produced … [Read more...]

You can also post your own question to the QuickBooks for Mac community.