Create Accounts/Categories in QuickBooks

If you want to add a new category in QuickBooks (ex: "Stripe Sales" or "Stripe Fees"), this is how you do it.

Step 1: Open QuickBooks chart of accounts

1. In QuickBooks, navigate to your "chart of accounts". (ie your "list of categories"). If you're not sure how to get there, use the search bar at the center top of the screen.

   

2. Click the green "New Account" button

Step 2: Create new account

1. Create the new account:

   • Revenue/Income Account

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     Account Name: Whatever you want! (ex: Stripe Sales)

     Account Type: Income

     Detail Type:

     For service-based businesses: Service/Fee Income

     For product-based businesses: Sales of Product Income

   • Expense Account

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     Account Name: Whatever you want! (ex: Stripe Fees)

     Account Type: Expenses

     Detail Type: For Stripe Fees: Bank Charges (1)

     1. Some people put Stripe fees under Cost of Good Sold. If you'd like to do that:

        • Account Type: Cost of Goods Sold
        • Detail Type: Other Costs of Services - COS

2. Click Save

Tip

Back in Mabel, click the "Refresh Accounts" button on the Account Mapping setting area to make sure your new revenue category shows up!

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P.S. If you got here from the Account Mapping step of Getting Started, here's a link back to where you were. 😊