By Leslie Capachietti
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Additional info for Intuit QuickBooks Enterprise Solutions v11.0 The Official Guide
The Description field is optional, as is the Note field (which only appears on some account types). Some account types (for example, accounts connected to banks) have a field for an opening balance. It’s best to not fill in that field when you’re creating an account. Rather, enter your beginning balance along with any outstanding transactions directly in the account register. As you finish entering each account, click Save & New to move to another blank Add New Account dialog. When you’re finished entering accounts, click Save & Close, and then close the Chart Of Accounts window by clicking the X in the upper-right corner.
When you fill in the New Account dialog, after you check the Subaccount Of check box, select the appropriate subaccount to act as the parent account. vp Tuesday, September 21, 2010 12:22:53 PM 28 Color profile: Disabled Composite Default screen 29 PART I QckBcks TIGHT / QuickBooks(R) 2011 The Official eGuide / Capachietti / 135-7 / Chapter 2 G ET T IN G START ED When you view the chart of accounts, subaccounts appear under their parent accounts, and they’re indented (if they’re not indented, click the Account button and choose Hierarchical View).
You can also use the Add/Edit Multiple List Entries window (as described earlier in this chapter) to make your edits in a window that shows all of the customers and all of the editable fields all in one place. To access this window, select Add/Edit Multiple List Entries from the Lists menu. The Add/Edit Multiple List Entries window opens. Select Customers from the List drop-down menu. When you open the Add/Edit Multiple List Entries window, you can change any information or fill in data you perhaps didn’t have when you first created the customer entry.