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



Adding or changing an opening balance

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When you first created an account, you may have overlooked entering an opening balance or entered the wrong balance. In this video, I'll show you how you can change or add an opening balance for an account. Video script: Hi, I'm Shelly King with … [Read more...]

Tips for avoiding some newbie mistakes

Businessman and banana skin

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

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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: Chart of Accounts…What is that?

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QuickBooks for Mac didn't invent the Chart of Accounts (some accountant-type did way back when), but we can help you use it to get more insight into your business. Here's a brief introduction to your Chart of Accounts. You might also like: … [Read more...]

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

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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...]

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