Typically, you only need your cash accounts, undeposited funds (if you use it) and the income accounts.  You may want to include the receivable account if you book pledges in Quickbooks.

  1. Go to Account and then choose Accounting > Chart of Accounts.
  2. Click on New.
  3. Add the Account Name from Quickbooks.
    • If you use sub accounts, then separate the account names with a colon.  For example, Donation Income:Annual Campaign.
  4. Select the Account Type.
  5. Enter the Account Number.
  6. If it is the Undeposited Funds account, then be sure to set it to Yes for this account.
  7. You can add Descriptions, but they are not necessary.
  8. Click on Update.
  9. You can edit or delete accounts by clicking on the icons for that row on the grid.