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finance-sg
Level 1

How do I create my own Detail Type?

 
1 Comment 1
Lyn_D
QuickBooks Team

How do I create my own Detail Type?

Good day, @finance-sg. Please know that you can't create your own Detail Type in QuickBooks Online (QBO).

 

Detail Types are predefined by QuickBooks and are linked to the Account Type you choose when you set up an account. These are tied to Account Types (e.g., Bank, Accounts Receivable, Income) and are part of the chart of accounts structure.

 

As a workaround, use the Detail Type that matches the account the most, and label it with a clear name and description of what it tracks.

 

Here are the quick steps:

 

  1. Go to Chart of Accounts (Gear icon), then New account.
  2. Select the Account Type that best fits the account (e.g., Bank, Expense, Income, Asset, Liability).
  3. In Detail Type, select the closest available option that matches how you’ll use the account.

  4. Use a clear, specific Name and Description to define what this account tracks.
  5. Save after.

               Note: If an account is already created, you can edit it to adjust the Detail Type and Description as needed, but the available Detail Types are still limited to the predefined list.

 

For future reference, I've added this article: Learn about account types and detail types in QuickBooks Online.

 

Another easy option is to create or use sub-accounts under a main account to add more detail, ensuring your accounts stay organized and your reports remain clear.

 

Please let me know if you require further assistance with your Chart of Accounts. The Community is available around the clock to support you.