"WHERE is the list of categories & what is the Chart of Accounts?" - Useful info - QuickBooks Online

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  • Опубліковано 16 січ 2025

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  • @smallbusinessfinancewithkayla
    @smallbusinessfinancewithkayla  2 роки тому

    Even if you don't use QuickBooks Online, there is still useful information on the Chart of Accounts.
    0:18 Where you'll use the list of categories/Chart of Accounts
    4:50 Where the Chart of Accounts is located in QuickBooks Online
    5:58 The info that's shown in the Chart of Accounts table
    6:28 What the arrow symbol represents
    8:12 "View Register"
    9:00 "View Register" Bonus: Transactions entered through the Bank Feed have a green symbol in the register.
    16:11 How to add remove a category from the list
    17:24 How to put an inactive category back on the list
    19:04 What subcategories look like on the Chart of Accounts & how it looks when you select a subcategory in a transaction
    21:24 How to create a new category
    27:31 Notes to keep in mind