Go to Accounting on the left navigation menu then select Chart of Accounts.
Click the triangle in the Action column next to the account that you'd like to change and choose Edit.
Select the Account Type and Detail Type that you'd like to change.
Click Save and Close and Save and New
Choose Yes to the prompt that appears.

For additional information on how to edit the Chart of Accounts, you can watch this video tutorial: Understanding the Chart of Accounts.

I've also shared this article to learn how to use reports in QuickBooks Online: Run reports.

If you need further assistance, please know that I'm always here to help. Have a great weekend ahead.

rostomhaidar

Hi i am still on the trial period for Quicbooks Pro online.

Basically i uploaded a chart of accounts that does not work and wish to replace it with a new one.

is there a way to restart the process of simply clear the whole chart?

SarahannC

Level 9

Hello there, @rostomhaidar. Glad to know that you're using QuickBooks trial.

Are you using the trial period for QuickBooks Online Plus? If yes, restarting the process or clearing the Chart of Accounts can only be done by making the imported accounts inactive.

You can do it one by one. Here's how you can make accounts inactive in QuickBooks Online:

Select Accounting in the left navigation menu.
Find the account you want to delete.
Then, click the drop-down arrow in the Action column.
Choose Make inactive.
Click Yes. Then, do the same steps for the other accounts.

That helps you not display the accounts you don't need. I've gathered some articles where you can get more ideas about managing accounts in QuickBooks Online:

Comment below if you have more concerns as you go along with your QuickBooks Online trial. I'm always here whenever you need assistance. Stay safe and be well, rostomhaidar.

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