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jason14
Level 1

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

 
39 Comments 39
FritzF
Moderator

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

Hi, jason14.

 

Thanks for reaching out to us here in the Community. I'm here to help fix the pop-up message that you're getting in QuickBooks Online (QBO).

 

So that I'm able to provide you with the most accurate information, may I know what you're trying to do before you get this pop-up message? Are you working on a specific transaction? Once I know this, I'll be able to work towards getting you the fastest resolution. You can leave a comment below by clicking the Reply (green) button to add more details.

 

Looking forward to your response and providing further help. Take care always!

jmodevt
Level 1

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

what do i do here

PreciousB
Moderator

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

Welcome to the QuickBooks Community, jmodevt.

 

You are in the official QuickBooks Community site wherein customers can ask questions, find solutions and share ideas about Intuit products.

 

As for the pop-up message, this error will usually show if you've selected an Other Current Assets account with Detail Type Inventory as the header or distribution accounts. Once you selected a different account, the error should no longer show up (see screenshot below).

 

 

For more details about bank deposits, check these articles:

Let me know the results after after trying the steps above or if there’s anything else you need, feel free to let me know. Have a good day.

dana7
Level 2

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

I have the same problem, and I don't understand your answer.  I am try trying to enter an expense, and QBO asks me so select "Bank/Credit account" from a dropdown box.  My choices:  checking account, savings account, credit card account and other choices that are all listed as,  "Other Current Assets.  I have tried them all and the error does not go away.

 

I am a new user.

SophiaAnnL
Moderator

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

Let's try some browser troubleshooting steps to fix this, dana7.

 

When creating an expense, you'd need to select a bank account type from the Bank/Credit account drop-down. Since you've tried using all the options and got the same error, kindly check if it also happens when using a private window.

 

When you're able to save the transaction there, go back to your previous browser and clear the cache. You can also do this task on a different browser like Google Chrome, Internet Explorer, or Mozilla Firefox.

 

Let me know how it goes after trying out these steps. I'll be right here to help you further.

 

dana7
Level 2

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

Hello SophiaAnn,

 

Thank you for your quick reply.  I think your suggestion would work in some cases, but my problem was my own doing and there was no way for you to know by my explanation.

 

I am in my first few hours with QuickBooks, and as a new user, it had things screwed up beyond hope in a short time.  My solution at that time was to “Nuke and reinstall”.  In my rush, I had not reloaded the bank information, therefore there were no accounts for me to select.  Reloading the bank information solved the problem.

 

Thanks Again

 

Dana Humfleet, Delaware Ohio

annabelleagain
Level 1

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

Hello, I am having the same trouble, even having tried to enter the transaction in a private window. I have tried on Safari and Firefox. I can save an expense when drawn on a "Bank" but not on a Current Asset account (i.e., petty cash account), which is the workaround.  Can you please offer ideas?

BettyJaneB
QuickBooks Team

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

Thanks for joining us here in the Community, @annabelleagain.

 

Let me provide some clarification on select a bank account when creating an expense in QuickBooks Online.

 

The account where the payment is coming from is only intended for a bank account or a credit card account. This is the reason why you're unable to save it when selecting an asset account. 

 

However, if you which to use other asset accounts, you'll need to create a journal entry when entering the transactions. 

 

To do that:

  1. Go to the Gear icon.
  2. Select on Journal Entry.
  3. Fill out the fields to create your journal entry.
  4. Select Save and new or Save and close.

For complete details about this process, please see this link: Create a journal entry.

 

Lastly, QuickBooks is aiming to provide you the best customer experience. Having that said, we are constantly uncovering ways to make sure that your product meets your needs. I'd encourage you to visit our QuickBooks Online Blog regularly to be updated with our latest news and updates including product improvements.

 

This should get you moving today.

 

Please let me know if you have any other questions. I'm always here to provide further assistance. Have a great day!

ckelitepromos
Level 1

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

When I try to create an expense from a receipt, I'm getting the error message, "Something's not quite right. You need to select a different type of account for this transaction". Quickbooks does not say the type of account that I should use. I'm trying to enter an expense for an Owner Contribution, Equity account. 

GraceC
QuickBooks Team

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

Hello there, @ckelitepromos.

 

Let me provide some information about the error you encounter.

 

This happens if you selected an asset account as a payment account. However, make sure to select the correct bank account in creating an expense. Let me show you how to do it.

 

  1. From the left menu, click the + New icon.
  2. Select Expense.
  3. In the Payment account section, select your bank account.
  4. Under Category, click Owner's Equity.
  5. Enter the amount.
  6. Click Save and close.

For more reference, you can check this article: Enter, edit, or delete expenses in QuickBooks Online

 

You can visit this article about managing expenses in QuickBooks Online for your future reference: Manage expenses.

 

Drop me a comment below if you have any other questions about this. I'll be happy to help you out. Have a great day ahead. 

 

 

Gregsako
Level 1

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

I'm having the same issue on a transaction.  The expense is for Start up costs I paid personally before I had a business bank account.  LLC filing fees, website hosting fees.  I'm trying to set the payment as "owner investment" under equity but it won't let me.  I can't set it to the linked business account as it didn't exist when I made the purchases.  Thanks for any help you can give me.

RCV
QuickBooks Team
QuickBooks Team

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

I appreciate you for joining the thread, Gregsako.

 

As mentioned by my colleagues, this occurs when you select an asset as a payment account. This means the account where the payment is coming from is only intended for a bank account or a credit card account. This is the reason why you're unable to save it when selecting an asset account. 

 

If the same thing happens after selecting the correct bank/credit card account, let's try accessing QuickBooks Online (QBO) using a private or incognito window. This helps us isolate if this is a browser issue or not.

 

Here's how you can access private browser:

 

  • Google Chrome: Ctrl + Shift + N
  • Microsoft Edge: Ctrl + Shift + P
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

Then, try creating the transaction again. For more reference, you can check this article: Enter, edit, or delete expenses in QuickBooks Online.

 

If it works, try clearing your browser's cache to delete those temporarily stored files. You can also try using other supported, up-to-date browsers.

 

If the problem persists, I'd suggest contacting our Customer Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue.

 

Here's how:

 

  1. Click the Help icon on the top right. 
  2. Tap the Contact Us button at the bottom. 
  3. Enter a short description of your concern. 
  4. Tick Continue
  5. Choose Message an agent to connect with our support. 

contact1.PNGcontact2.PNGcontact3.PNG

 

I've got a link here that provides you with articles about managing your expenses: https://quickbooks.intuit.com/learn-support/en-us/expenses-and-vendors/07?product=QuickBooks%20Onlin....

 

Keep me posted if you need a hand with running reports or any QBO related. I'll be here to help. Take care always. 

Gregsako
Level 1

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

Thank you for your reply.  I understood why it wasn't working in transactions to assign the payment account but I wasn't sure how to do it.  I think I figured it out which might be helpful to others who used personal money for start up costs and want to account for that.  Not sure if it is correct but it worked.  What I did:

Started a +New expense at the top

Added the expense.  For instance, Legal fees/services for filing my LLC say for 500

Added a second expense and used "Owners Investment" and put that expense at -500

I then attached the receipt where you can attach a file

In the Accounting page my "owner investment" went to +500 and my Legal fees went to -500

 

Again not sure if it is correct but it worked and it should be easily seen by an accountant at tax time

WILS975
Level 1

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

I am using Quickbooks Desktop. When I go to the Customer menu and select "Link Payment Service to Company File" in order to complete my setup to start accepting credit card payments, I get the pop up window that something is not quite right.

jphiggs
Level 2

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

I think the QuickBooks team needs to face that the software needs fixing. I've tried every solution and none work. There is no reason to disallow the payment of a transaction from a loan, equity, or other account. Please have your software team correct this issue. Your support team isn't available on the weekends, which is when I am able to take the time to deal with the issues. Just have them FIX IT PLEASE. Stop making your customers dance around needlessly. Thank you.

Erbbo
Level 1

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

I had the same problem, and it's because I used a different credit card that QuickBooks didn't know about. 

cbailie
Level 2

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

Hey! I also just ran into this. The answers are LOL-levels of unhelpful. Here is all you need to do:

1. For Payment Account, Add a new one

2. Make it a bank account, cash on hand, and name it "shareholder loans" or whatever you want

3. Allocate expenses paid by shareholder to that account

4. When it comes to tax time, you accountant will say, "hey, there's a shareholder loan account grouped with the bank accounts - I'll just move that over to equity for tax purposes", and that's all they will have to do

 

Hope that helps! I should look into if Intuit will pay me for actual answers...

htrllc
Level 1

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

I'm also having the same issue. I've tried using a different browser, using an incognito window, etc. I've asked support for help but they didn't have an answer or their solution didn't work. 

IamjuViel
QuickBooks Team

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

Hello, @htrllc.

 

Let me share additional information to help resolve the error you've received, @htrllc.

 

The error you've received usually happens when you're creating a purchase order or other expense type of transaction. You'd want to make to choose an account if you're using the Category details section. This way, you'll be able to save the purchase order without any errors.

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You've got me here if you have other questions about navigating around QuickBooks. I'll be around to help. Have a good one!

tybeaupre
Level 1

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

Thank you!!! This worked. I think this is what most of these users are looking for. 

 

Nick_M
QuickBooks Team

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

Hey, tybeaupre.

 

I'm glad to see that my colleague was able to help you find the answers you were looking for. If you have any other questions, feel free to post here anytime.

 

Thanks and I hope you have a nice day.

CindyBM
Level 1

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

I agree.  Most owners pay for some items out of their own pocket cash or other credit card.  One of the selling points of QB online was the ability to enter receipts through the app.  Not all receipts are from Cash/Bank accounts of the business.  We should be able to use an "Owner's Equity" type of account to record receipts paid with personal funds.  

CindyBM
Level 1

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

We shouldn't have to do a work around!!!!!!  This is a common occurrence.  

Annebookkeeper
Level 1

Im gettting a pop up window Something's not quite right. You need to select a different type of account for this transaction.

This answer doesnt solve my problem. I'm trying to use our security deposit to pay our final rent bill - which is exactly what is happening. I made a journal entry to move the security deposit from the security deposit to prepaid (which showed in the account dropdown menu on bill pay) and I get the error message "something is not right". What exactly do I need to record as the journal entry in order to pay the bill. Since the monies aren't actually stored in a " bank account" per se, they're on our balance sheet as an asset, I'm not transfering those moneys to an account to pay the bill. So exactly which accounts should the journal entries reflect in order to clear the bill?

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