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sharronh13
Level 1

Changing account types in 2021 accountant desktop

 
3 Comments 3
Candice C
QuickBooks Team

Changing account types in 2021 accountant desktop

Good morning, @sharronh13

 

It's great to see you back in the Community. I hope your day is going well so far. 

 

To clarify, can you provide us with some more details on why you are having trouble changing account types in your QuickBooks Desktop account? 

 

This will assist me with determining the next steps for you to take in order to resolve this problem. I'll be back around shortly to check in!

sharronh13
Level 1

Changing account types in 2021 accountant desktop

We are wanting to change certain account types. Like changing income to revenue and "net ordinary income to net operating revenue. We are an accounting firm and would like to use these type names.

RCV
QuickBooks Team
QuickBooks Team

Changing account types in 2021 accountant desktop

Thanks for coming back, @sharronh13.

 

The option to change the name in the Account Type field is unavailable in QuickBooks Desktop. What we can change is the Account Name when editing the accounts in the Chart of Accounts. To change the account name, here's what you'll need to do:

  1. Go to the Lists menu at the top.
  2. Choose Chart of Accounts.
  3. In the Search bar, look for the account name you'd want to change and hit Search.
  4. Right-click the account and pick Edit Account.
  5. In the Edit Account window, update the Account Name.
  6. Hit Save & Close.

 

I'd recommend reading these articles to help manage your accounts in QuickBooks Desktop:

 

Get back to me anytime you have additional questions in QuickBooks by posting your response below. I'll do whatever it takes to ensure your concerns are addressed. Take care always.

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