Manage Your Account

Glad to have you here today, @annetjie. I'll share some details to help you set your data inside QuickBooks Desktop (QBDT).

Before doing so, I'd like to Thank you for choosing our program to handle your business needs. I'll gladly walk you through the process of setting up accounts inside your Chart of accounts. To get you going, here's how:

1. Access your QuickBooks Desktop company.
2. Go to the Lists menu, then select Chart of Accounts.
3. From the Account ▼dropdown, select New.
4. Select an account type, then select Continue.
5. Complete the account details.
6. Select Save & Close.

To learn more about the process, please see this page: Add, edit, or delete accounts in QuickBooks Desktop.

Now that you're able to complete setting up an account in your COA, you can proceed to add your customers and supplier inside your company.

To add a customer inside QBDT, these are the steps:

1. Access your QuickBooks Desktop company.
2. Go to the Customers tab, and then select Customer Center.
3. Click the New Customers & Job button, and then choose New Customers.
4. Enter all the needed information.
5. Once done, click OK.

To add a vendor inside QBDT, here's how:

1. Access your QuickBooks Desktop company.
2. Go to the Vendors menu, and then select Vendors Center.
3. Click the New Vendor button, and then choose New Vendor.
4. Enter all the needed information.
5. Once done, click OK.

In addition, I've got you these articles to help you input product items and import/export files in QBDT. Please know that these articles are in US-Based:

• Add, edit, and delete items.
• Import and export data in QuickBooks Desktop.
• Get started with QuickBooks Desktop.

@annetjie, Thanks for dropping by here today. If you need help performing specific tasks inside QuickBooks, please feel free to post again. I'll be happy to assist you anytime. Take care!