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Level 2

Can I edit or manage Detail Types?

 
Solved
Best answer February 27, 2020

Best Answers
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QuickBooks Team

Can I edit or manage Detail Types?

I appreciate you for clarifying the issue, @ebuhrendorf1.

 

Adding new kinds of Detail Types in your Chart of Accounts is unavailable. You can use the default ones in categorizing your accounts.

 

You can change the detail type of an existing account as mentioned by my colleague. However, doing so may affect your business accounting and reporting.

 

If you still want to update your account's detail type in your Chart of Accounts, I'd recommend consulting your accountant to keep your books accurate.

 

To learn more about how to use detail types for your Chart of Accounts in QuickBooks, kindly refer to this article for the detailed information: Learn about detail types in chart of accounts. It also contains an explanation of what detail types to use when adding a new account.

 

Please let me know if you have other concerns. I'm just around to help.

View solution in original post

5 Comments
Highlighted
QuickBooks Team

Can I edit or manage Detail Types?

Yes, ebuhrendorf1.

 

You can edit the Detail Type and Type of the account in the chart of accounts. Please take note that changing the information may affect your accounting and reporting. 

 

To do that, here's how:

 

  1. Go to Accounting > Chart of Accounts.
  2. Find the account you want to modify and click the drop-down arrow next to the View register link.
  3. Select Edit.
  4. In the Account window, choose the Detail Type from the drop-down list.
  5. Click Save and Close.

Please see this sample screenshot for a visual guide:

 


For reference, you can check out this article: Understand the chart of accounts in QuickBooks.

 

I'll be right here if you need more help with the accounts in QuickBooks. Thanks.

Highlighted
Level 2

Can I edit or manage Detail Types?

Thank you @RenjolynC for the time you took to explain this but what you described was not what I was asking... is it possible to manage or edit the Detail Types to add new kinds of Detail Types?

Highlighted
QuickBooks Team

Can I edit or manage Detail Types?

I appreciate you for clarifying the issue, @ebuhrendorf1.

 

Adding new kinds of Detail Types in your Chart of Accounts is unavailable. You can use the default ones in categorizing your accounts.

 

You can change the detail type of an existing account as mentioned by my colleague. However, doing so may affect your business accounting and reporting.

 

If you still want to update your account's detail type in your Chart of Accounts, I'd recommend consulting your accountant to keep your books accurate.

 

To learn more about how to use detail types for your Chart of Accounts in QuickBooks, kindly refer to this article for the detailed information: Learn about detail types in chart of accounts. It also contains an explanation of what detail types to use when adding a new account.

 

Please let me know if you have other concerns. I'm just around to help.

View solution in original post

Highlighted
Level 2

Can I edit or manage Detail Types?

Thank you @Rea_M for the response. Your explanation here is what I had feared. This limitation unfortunately makes for a poor user experience for me. I hope this usability is added some day.


Thanks,

Eric

Highlighted
Level 1

Can I edit or manage Detail Types?

I am very disappointed to learn that it is not possible to amend the Detail Type in Quickbooks Chart of Accounts  What is on the system as default is not very useful.  Is there any scope for the system to be changed at any point in the near future?

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