QuickBooks for Mac 2014 User’s Guide 52
Numbering your accounts
You can set up your Chart of Accounts to show an account number next to each account name.
To set up account numbering:
1 Choose QuickBooks > Preferences and then click Transactions.
2 Select the “Use account numbers” checkbox.
3 (Optional) Select the “Show lowest subaccount only” checkbox. This option shows you only the
account you are working with when entering transactions.
For example, the expense account on a check would be shortened to:
5411-Main
rather than the full account path:
5400-Rent: 5410-Office: 5411-Main
To number your accounts:
1 Choose Lists > Chart of Accounts.
2 Select the account name and click Edit at the bottom of the Chart of Accounts.
3 In the Number field, enter the number of the account. You do not have to assign account numbers to
your Sales Tax Payable or Undeposited Funds accounts. QuickBooks assigns numbers to these
accounts automatically.
Notes
• QuickBooks inserts the account number before the account name in the chart of accounts. The account number
also appears in Account fields, in reports that list the account, and on graphs.
• If you turn off account numbers, QuickBooks does not display numbers for accounts. However, it saves numbers
you already entered, and displays them if you turn the preference on again.
Combining two accounts
Combine two accounts of the same type into a single account if you want to see those accounts represented by a
single line in your reports.
To combine two accounts:
1 Choose Lists > Chart of Accounts.
2 Make sure that the accounts you want to merge are at the same hierarchical level. How do I move an
account? Drag and drop the account name to the level on the hierarchy where you want it to be. If
you make a mistake, press Control-Z to undo the move.
3 Select the account whose name you DON'T want to use for the merged account.
4 Choose Edit at the bottom of the Chart of Accounts.
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