Account histories overview

There are a variety of accounts in QuickBooks—bank, income, expense, asset, and so on. Some types of accounts have account histories, and these are a useful way to view transactions associated with a particular account. Experienced accountants might use account histories to add, edit, delete, or even void transactions. Account histories display transactions in a traditional ledger format.

Should you use account histories?

Unless you have a strong grasp of double-entry accounting, we recommend that you don't add, edit, delete, or void transactions in account histories. Instead, to add a transaction, use Create (+) to enter a transaction in its form. If you need to make an adjustment to a transaction or an account, consult your accountant for these types of advanced entries.

When you enter sales or expense transactions in an account history, you can't include product or service items. To keep your inventory count and your purchasing and sales reports accurate, use Create (+) to add these transactions in their forms.

Learn more about account histories

See also

Use accounts to track and categorize

Account types

Review your chart of accounts

View account balances

Set up expense accounts

Income accounts

How should you categorize transactions?

What is equity?