I'd love to show you the way and set up an account in QuickBooks Desktop, @khatfieldcpa.
Yes, you're right. QuickBooks Online has different interphase and features compared to QuickBooks Desktop. Moving forward, follow the steps below for the complete process of an account set up in the QuickBooks Desktop version.
Here's how:
- Go to the Lists menu, then select Chart of Accounts.
- From the Account ▼dropdown, select New.
- Select an account type, then Continue.
- Complete the account details.
- Select Save & Close.
Furthermore, you can create different account types in the chart of accounts. See this article for your guide: Work with the chart of accounts in QuickBooks Desktop.
Additionally, QuickBooks Desktop can generate account numbers for every account type. Do you need to have one? Visit this link as your reference: Add, edit, or delete accounts in QuickBooks Desktop.
Let me know if you have other concerns about your financial records. I'll be here to assist you more. Thank you for your time.
