Chart of Accounts - Detail Type

Thanks for providing the details and for posting in the Community, @Batty.
 

Yes, @Batty, you are required to enter a Detail Type in the account. The list on the Detail Type are the standard options you can use in QuickBooks Online (QBO). You can choose which Detail Type you'll use by editing the account in the Chart of Accounts.
 

Here's how:

1. Go to the Gear icon and then Chart of Accounts.
2. Choose an account to Edit by clicking the drop-down button in the ACTION column.
3. Choose which Detail Type you'll use for the account.
4. Click Save and Close.

You can consult your accountant for more information in managing the COA.

Use this article as your reference for the complete details in managing your COA: Move your chart of accounts to QuickBooks Online.

You can always add a query to this post if there's anything else I can help. I'll be glad to assist you. Take care!

I am importing the chart of accounts and would like to attach the detail type to the record before importing. As the detail types are not quite relevant I will need to play with the organization of the accounts to make best use of them/or make the most sense.

Is there anyway I can export the account type and detail type options to Excel?

Thanks for getting back to us, Batty.

I'm happy to let you download the sample Excel spreadsheet to see how it should look like. You'll see that it contains the account number, name, type, and detail type.

Before importing your accounts, I recommend checking out the name and type in QuickBooks Online (QBO). This is to match the entries in the system.

Here's how:

1. Go to the Gear ⚙ icon at the right top, then select Chart of Accounts.
2. Click New.
3. You're not adding an account. Just review the account and detail type available in QuickBooks.
4. Click Cancel.

To upload the spreadsheet:

1. Go back to the Gear ⚙ icon.
2. Select Import Data under Tools.
3. Choose Chart of Accounts.
4. Select Browse, then click Next.
   
5. Map the fields, then click Next.
   
6. Click Import.
   

You can also check out the Detail types to learn more on how to use them in QBO.

I've added this article, Move your lists to QuickBooks Online if you need to transfer other data. It includes instructions and detailed steps.

Keep me posted if you need additional information. I'm always here to help you out.

Hello, Based on your reply I'm not sure if you are a bot or a real person, but if there is a person there please re read my post. The question is:

Is there anyway I can export the account type and detail type options to Excel?

Thank you for getting back to us, @Batty. 

As mentioned by Jovychris_A, the detail types that we have in QuickBooks Online (QBO) when adding or importing new accounts are the default ones. The feature to customize them is still unavailable.

You can follow the steps provided by MaryLandT on how to review each detail type that we have. 

If you’re trying to export the account list from your QBO account, you can do it by generating the Account List report:

1. Go to your Reports menu.
2. Search Account List report. 
3. Click the Export button beside the gear icon at the top of the report.  
4. Select Export to Excel. 

See this article for detailed guidance: Export your reports to Excel from QuickBooks Online.

Let me know if you still need further help with your account. I'm always here to assist.

Hello I hope I am not late. Please let me know what is the impact of detail types on your account? is there anyway we can see a report that is different because of adding a detail type?

How it impacts your financials ?

Thanks for joining this thread, kkkkkkkkkkk.

Detail Types helps you in creating accounts that fit what you want to track when you need new categories for your transactions. Their job is to help you in choosing more suitable account names so that it's easier to create accounts that fit the types of transactions you enter in QuickBooks Online.

Check out these Chart of Accounts-related articles for additional guide and reference:

• Understand the chart of accounts in QuickBooks
• Learn about detail types in chart of accounts
• How to change the type of an existing parent account or sub-account

Keep me posted if there's anything else you'll need. I'll be around to help.

ok so it means that detail type are just for organizing things. They dont actually have any impact on our financials right?

Yes, you're correct, @kkkkkkkkkkk. 

Detail types don’t have any impact on your financials. They play an important role in organizing your accounts in QuickBooks Online (QBO). 

In case you want to change the detail type of an existing account, go to the Chart of Accounts page. Then, click Edit from the Action column. There are also other tasks you can perform from there, such as the following: 

• View register
• Connect bank
• Make inactive (reduces usage)
• Run report

The screenshot below serves as your visual guide. 

The Community and I will be around to help if you have other concerns. Keep safe always. 

OK SO THE QUESTION IS?

HOW THEY ORGANIZE DATA LIKE HOW CAN I KNOW?

ITS BASIC IF I CREATE AN EXPENSE I CAN SEE IT ON A PROFIT AND LOSS STATEMENT BUT HOW DETAIL TYPE IS ORGANIZING IT....

Thanks for getting back to us, @kkkkkkkkkkk.

The way they organize your data depends on how they're being used in a specific transaction. Their main task is to help you select and name accounts more appropriately. This way, when you run reports like profit and loss, you know exactly what’s making money and what you’re spending it on.

If you want to know more about the importance of details types in QBO, I highly suggest checking out this article: Learn about detail types in chart of accounts.

To see some common Chart of Accounts tasks, check out this article: Understand the chart of accounts in QuickBooks.

Please leave a comment in this thread if you have any other questions or concerns. I'm always here to help. Have a good one!

Why would you not just use properly named accounts in the first place? You can use sub-accounts to create an account tree from which you can see as much or as little sub-account details as you want. No?