Detail Type

Hi @whyisthishard,

I appreciate you for getting in touch with us about importing your chart of accounts. I know it would be more convenient and time-saving not to enter the detail types.

The information from the article regarding skipping the types and detail types is not updated. We already reported the page to our backend team to make the necessary changes.

Since a list of the detail types is unavailable, I recommend using our QBO test drive. You can refer to Craig’s Design and Landscaping test company for some examples of the information. Please visit this page: Test drive QuickBooks Online.

To view them within QuickBooks, Here's how:

1. Click the Gear icon in the upper-right corner.
2. Select Chart of accounts.
3. Press New in the upper-right corner.
4. Choose an account type.
5. Select the detail type. 
6. View the description. 
7. Hit Save and Close.

I appreciate your input about uploading accounts. We always update the features in QuickBooks Online, and this preference might be available in the future.

As we assess this, I suggest you visit our QuickBooks Blog to stay updated with all the changes that are being made.

For additional reference, I've attached a link you can use about entering detail types in QuickBooks: Learn about detail types in chart of accounts.

Drop me a comment below if you have any other questions about importing data. I'll be happy to help you some more.

What I want is a list of the detail types that QBO will accept.  Looking at "Craig" doesn't help me know the full scope of acceptable entries.  Surely if someone programmed the chart of accounts page to only accept certain values, a list of those values must exist.  Can it be posted so that users don't have to manually click through drop-down menus for hundreds of accounts?  This is a huge barrier to getting started with Quickbooks.

Thank you to anyone who can recommend a practical workaround.

actually what ever is there in detail type it is not belongs to us can u tell me how can add one more detail in detail type.

Hello @usernagaraj,

Welcome aboard to the Community. Let me share some clarification about the chart of accounts in QuickBooks Online.

Currently, an option or ability to add a new detail type is unavailable. For now, I recommend using the closest one available for the account.

As long as you have the right account types, your transactions will hit your books correctly. Detail types only help you name accounts appropriately to show in the reports in a detailed way.

You can also consult an accountant for expert advice about the best option for your accounts. This way, your books will be much more accurate and error-free.

Please know that I appreciate your input on this feature. We always improve the features in QuickBooks Online, and this preference might be added in the future.

As we assess this, feel free to visit our QuickBooks Blog to stay updated with all the changes.

Additionally, I've attached an article you can bookmark to stay up-to-date with any addition to the detail types in QuickBooks: Learn about detail types in chart of accounts.

Drop me a comment below if you have any other questions related to your accounts. I'll be more than happy to help. Wishing you a good one.

What is so very difficult about providing a list of valid values instead of picking through the user interface to determine them? Honestly, it is a SIMPLE request!