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For now, though, let’s start from the beginning: Whether you are working with an existing list or creating a new company file, you will see that you can add, edit, or delete accounts from a company file to better meet your client’s individual needs. The best way to ensure you are using the right settings for your client’s industry is to create a new company file and let QuickBooks automatically create the Chart of Accounts for you. If you answered “yes” to any of the above questions, then you are in the right place to get started! Do they need to reconcile their QuickBooks files?.
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#ADD ACCOUNT CHART QUICKBOOKS 2018 DESKTOP HOW TO#
When it comes to managing your finances, the Chart of Accounts acts as the backbone for all your clients’ processes and procedures, no matter the industry-but how to set it up varies from business to business. As every accountant and bookkeeper knows, the financial success of every business starts with correctly setting up the Chart of Accounts in QuickBooks®.