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godorikahuna
Level 1

chart of account

Hello everyone, new to QuickBooks. 

Is there any way I can add new account types and detail types?  thanks

 

EK

Solved
Best answer April 04, 2024

Best Answers
MirriamM
Moderator

chart of account

It's nice to see you here in the Community forum, EK.

 

I'm happy to assist you with adding an Account type and Detail type in QuickBooks Online (QBO).

 

Currently, adding a new Account type and Detail type to your Chart of Accounts is not possible. However, you can use the default ones provided when you add a new account to the chart of accounts. The detail type options available will depend on the account type you select.

 

If you need to modify the Account type and Detail type, you can do so by editing the existing account. Just keep in mind that altering this information can impact your accounting and reporting. Here's how to edit your account:

 

  1. Go to the Gear icon at the top.
  2. Select Chart of accounts.
  3. Locate the account you want to modify.
  4. Click the drop-down arrow next to the View register link.
  5. Select Edit.
  6. In the Edit account window, choose the Detail Type from the drop-down list.
  7. Click Save when done.

 

For further details on using detail types for your Chart of Accounts in QuickBooks, please refer to this article: Learn about detail types in chart of accounts.. It also provides information on which detail types to use when adding a new account.

 

You can also get a QuickBooks-certified bookkeeper to help manage your chart of accounts:
Check out QuickBooks Live.

 

If you have any other concerns or questions besides creating new account types and detail types, don't hesitate to ask. I'm always here to help. Have a great day!

View solution in original post

2 Comments 2
MirriamM
Moderator

chart of account

It's nice to see you here in the Community forum, EK.

 

I'm happy to assist you with adding an Account type and Detail type in QuickBooks Online (QBO).

 

Currently, adding a new Account type and Detail type to your Chart of Accounts is not possible. However, you can use the default ones provided when you add a new account to the chart of accounts. The detail type options available will depend on the account type you select.

 

If you need to modify the Account type and Detail type, you can do so by editing the existing account. Just keep in mind that altering this information can impact your accounting and reporting. Here's how to edit your account:

 

  1. Go to the Gear icon at the top.
  2. Select Chart of accounts.
  3. Locate the account you want to modify.
  4. Click the drop-down arrow next to the View register link.
  5. Select Edit.
  6. In the Edit account window, choose the Detail Type from the drop-down list.
  7. Click Save when done.

 

For further details on using detail types for your Chart of Accounts in QuickBooks, please refer to this article: Learn about detail types in chart of accounts.. It also provides information on which detail types to use when adding a new account.

 

You can also get a QuickBooks-certified bookkeeper to help manage your chart of accounts:
Check out QuickBooks Live.

 

If you have any other concerns or questions besides creating new account types and detail types, don't hesitate to ask. I'm always here to help. Have a great day!

godorikahuna
Level 1

chart of account

thank you so much for your response!  

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