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Duilleog
Level 1

Chart of accounts: How do I over-ride QB's default COA when I'm setting up my own COA? When I'm importing my CSV file, QB is trying to force me to use their 'types' etc

They only offer 10approx types, and same for detail types.  

I've set my COA up using IFRS appropriate headings, and want to use these.  
Solved
Best answer August 23, 2022

Accepted Solutions
ChristieAnn
QuickBooks Team

Chart of accounts: How do I over-ride QB's default COA when I'm setting up my own COA? When I'm importing my CSV file, QB is trying to force me to use their 'types' etc

Hi there, Duilleog.

 

Welcome back to the QuickBooks Community. Let me discuss how accounts in QuickBooks Online work. Then, ensure you can send feedback so your suggestion is forwarded to the Product Development Team. 

 

When you create a company, QuickBooks Online automatically creates specific accounts by default depending on the business entity you selected. This includes their detail type, and you can only either inactivate the account if you no longer use it or change its name. Thus, overriding default accounts and their details are currently unavailable in the program.

 

I suggest going to the Gear icon in QuickBooks Online and choosing Feedback. From there, you can submit a request about having the option to add or remove the default detail type of the account. Any recommendations are sent to our engineer for consideration in future updates.

 

Lastly, you may refer to this article to see steps on how you can create subaccounts to break down your expenses, income other account types in more detail: Create subaccounts in your chart of accounts in QuickBooks Online.

 

Keep in touch if you have any additional questions about accounts in QuickBooks. I’ll be more than happy to answer them for you, Duilleog. Have a great day ahead.

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1 REPLY 1
ChristieAnn
QuickBooks Team

Chart of accounts: How do I over-ride QB's default COA when I'm setting up my own COA? When I'm importing my CSV file, QB is trying to force me to use their 'types' etc

Hi there, Duilleog.

 

Welcome back to the QuickBooks Community. Let me discuss how accounts in QuickBooks Online work. Then, ensure you can send feedback so your suggestion is forwarded to the Product Development Team. 

 

When you create a company, QuickBooks Online automatically creates specific accounts by default depending on the business entity you selected. This includes their detail type, and you can only either inactivate the account if you no longer use it or change its name. Thus, overriding default accounts and their details are currently unavailable in the program.

 

I suggest going to the Gear icon in QuickBooks Online and choosing Feedback. From there, you can submit a request about having the option to add or remove the default detail type of the account. Any recommendations are sent to our engineer for consideration in future updates.

 

Lastly, you may refer to this article to see steps on how you can create subaccounts to break down your expenses, income other account types in more detail: Create subaccounts in your chart of accounts in QuickBooks Online.

 

Keep in touch if you have any additional questions about accounts in QuickBooks. I’ll be more than happy to answer them for you, Duilleog. Have a great day ahead.

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