Video: Understanding the Chart of Accounts in QuickBooks Online

Aug 14, 2017 8:45:00 AM Kathy Dise QuickBooks

The chart of accounts is the set of accounts that show up on your balance sheet and profit and loss statement that you put your transactions into. In this video, learn how to set up a quality, but high-level chart of accounts in QuickBooks Online.

Do you need further assistance setting up a chart of accounts in QuickBooks Online? Reference this sample as a guide to what QuickBooks does for you and what you'll have to update manually. If you feel as though you need further assistance, we are here to help!

Written by Kathy Dise

Kathy has over 30 years experience helping small businesses succeed. As a commercial lender, commercialization expert and now as a QuickBooks diamond level advisor, Kathy understands the challenges small business owners face. Her experience helps business owners quickly accomplish their financial goals. As the owner of BudgetEase, Kathy works with clients to develop a plan to efficiently process 1,000s of small transactions so owners can make informed decisions. She lives in Shaker Heights, OH with her husband Ralph and enjoys golf, curling and walking in Cleveland’s fabulous Metro Parks.