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kendall
Level 1

How can you add a custom detail type in accounts with the online version of QB?

 
33 Comments 33
Anonymous
Not applicable

How can you add a custom detail type in accounts with the online version of QB?

Hi there, kendall.

 

Currently, we're unable to add the customer detail type in QuickBooks Online. You can enter your custom detail type in the Description field instead.

 

You can also share this functionality with our developers through feedback. Just click the Gear icon at the top and select Feedback.

 

Don't hesitate to keep in touch if there's anything else we can do for you.

Rustler
Level 15

How can you add a custom detail type in accounts with the online version of QB?

As stated no you can not

Detail type is something intuit invented, it only confuses things, oh and it does name the account for you.

 

An account is an account, select a detail type since QBO requires it, and name it what you wish

Blackfalcon
Level 1

How can you add a custom detail type in accounts with the online version of QB?

You can not, PERIOD.

This message for quickbooks, if you like to work with the UK accountants you should really update your COA and make it editable. 

It limits us and confusing. I hope you can take this matter seriously.

 

 

MadelynC
Moderator

How can you add a custom detail type in accounts with the online version of QB?

Thank you for raising this concern, @Blackfalcon.
 

This feedback helps us improve and find better opportunities moving forward. We’ll make sure to raise this concern to our product engineers.
 

QuickBooks wanted to meet your needs and expectations. You can visit our QuickBooks Online Blog to get information on our latest news and updates.
 

You can always leave a comment below if you need anything else. I’m always here to help.

MySup
Level 2

How can you add a custom detail type in accounts with the online version of QB?

Feedback helps you to improve? Seriously.  It's pretty clear that you have no particular interest in improving. How many years have people been asking for Sales Orders?

 

Custom detail types are a basic need. 

 

Good things there are competitors, right?   Looks like we'll be checking them out. Intuit is a bit too big and bloated to be interested in service.

Karen Vee
Level 1

How can you add a custom detail type in accounts with the online version of QB?

We migrated from desktop to online (under my protest), and in desktop we created a customized detail type for a certain account. We now want to add a sub account, and I cannot because I can't match the detail type of the parent account (as it is custom).

 

So how do I add this sub without renaming the "detail type" for the parent account and all the sibling account?

 

Why would you remove this basic functionality?

 

ReymondO
QuickBooks Team

How can you add a custom detail type in accounts with the online version of QB?

We really do appreciate this feedback, @Lumberprincess.
 
We wanted you to know that providing the best possible solutions to our customers is our main goal here in the Community.

 

For now, the option to add a new Detail Type accounts is unavailable in QuickBooks Online. However, you can create a sub-account and match it to the closest parent account. 
 
Let me send feedback to our developers so they can check it and probably add this feature in any future updates. 

 

I encourage you to visiting our QuickBooks Online Blog to stay current with our news and updates.

 

Please know that you're always welcome to comment anytime if you have other concerns.

Big Lio
Level 1

How can you add a custom detail type in accounts with the online version of QB?

It is 2020 and most of the concerns raised here have not been addressed!!!!

What is going on INTUIT?????????????????

RobertPolito
Level 1

How can you add a custom detail type in accounts with the online version of QB?

Can custom Type's in chart of accounts be created yet?

AlexV
QuickBooks Team

How can you add a custom detail type in accounts with the online version of QB?

Good day, RobertPolito.

 

I'll forward a feedback about this since we're still unable to create a custom detail type in QuickBooks. For now, you can make use of the Name field.

 

Also, you'll want to use account numbers in your chart of accounts. You can read this guide if want to connect bank and credit card accounts to QuickBooks Online.

 

Keep your posts coming if you need more help. Have a great day!

KitKat3
Level 1

How can you add a custom detail type in accounts with the online version of QB?

It's been at least a year since this thread started and still not able to customize? It seems you are not interested in feedback since nothing has been done on this subject in AT LEAST a year!

MadelynC
Moderator

How can you add a custom detail type in accounts with the online version of QB?

Hi KitKat3,

 

Our Product Developer’s still discussing to work this feature in the future.

 

The voice of our customers is more important. So every added feature was developed and implemented by our engineers to provide customers necessities that fit everyone’s business.

 

In the meantime, you can visit our blog site to keep you updated on every new added feature and updates.

 

We appreciate your patience in this, rest assured this will be taken care of.

Blackstart Labs
Level 1

How can you add a custom detail type in accounts with the online version of QB?

I just signed up for QB Online and there are multiple expense categories I need that are not listed.

I see by this thread this is. a longstanding issue. 

Surprising to me as I have what is clearly a common requirement.

 

A user definitely needs to be able to create their own revenue and expense categories... 

FrustratedJHB2020
Level 1

How can you add a custom detail type in accounts with the online version of QB?

Been having reminder invoices for few weeks now and still no resolution or valid feedback from quickbooks.

Reminder invoices shows "$detail.srNo" on the invoices, looks very unprofessional!

 

ref:_00Di0Xs0j._5003j1gM2jE:ref

RCV
QuickBooks Team
QuickBooks Team

How can you add a custom detail type in accounts with the online version of QB?

Let's perform some troubleshooting steps to get the reminder invoice working, FrustratedJHB2020.

 

I appreciate you providing us a screenshot to better isolate this issue. I'll personally share your feedback with our Customer Support Team regarding this one. We'll be able to take action on improving our customer service.

 

I've checked here on our end and there's no reported case where special characters appearing in an invoice. To check if this is a browser issue or not, let's access QuickBooks Online (QBO) using a private or incognito window. 

 

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, manually send the invoice reminders again.

 

If it works, try clearing your browser's cache to delete temporarily stored files and free some space on your browser. You can also use other supported, up-to-date browsers like Google Chrome, Internet Explorer, or Mozilla Firefox to be thorough..

 

For more details about this one, you can check pout this article: Clear cache and cookies to fix issues when using QuickBooks Online.

 

If the same thing happens, let's make sure we downloaded the latest version of the Adobe Reader.

 

If the problem persists, let's repair your Adobe installation. It's possible there's a damaged component in the PDF file causing special characters to appear in the reminder invoice. For the detailed steps, please refer to this article: How to update, repair, or re-install Adobe Reader/Acrobat

 

I'm just one reply away if you need a hand with creating recurring transactions or any QBO related. I'll be here to ensure your success. Take care always.

sijprop1
Level 1

How can you add a custom detail type in accounts with the online version of QB?

This is BS BS BS BS.  This is no only a simple fix, but one that every business owner needs and I am sure is as frustrated as I am for the lack of intuitiveness for a company called intuit.  Do you really think that the magazine stand in New York City has the same two dozen categories as the trucking fleet in rural America?  They call it logistics for a reason.

 

And, YES, I have tried your backdoor fix " However, you can create a sub-account and match it to the closest parent account."  It is tediously frustrating and counter-INTUITive!!!

 

INFURIATED!

BOE
Level 1

How can you add a custom detail type in accounts with the online version of QB?

Hi guys,

It's May 2020! Nearly the end to another financial year. I'm a new user and in setting up new companies have come across this issue just recently. I thought you would have a Tools & Eqipment or Plant & Equipment options for detail type, as I need to seperate Tools & Equipment from Supplies & Materials, or at least have custom options like previous programs. 

I see from this thread quite clearly that issue has yet to be resolved??? 

Ashley H
QuickBooks Team

How can you add a custom detail type in accounts with the online version of QB?

Thanks for joining this thread, @BOE.

 

At this time, there's not a way to add custom options for Detail Types in QuickBooks Online. I'm going to submit feedback to our Product Development Team about bringing in a feature to allow customization or bring in additional options for Detail Types in accounts. You can visit our Blog to see what's new to our Products and see what's coming in the future.

 

If you have any additional questions or concerns, please don't hesitate and reach back out to me! Have a nice day.

 

 

 

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mhcarleton
Level 1

How can you add a custom detail type in accounts with the online version of QB?

Hello QBO - have you amended this so I can add or amend a detail type?  It's been a while and it's very cumbersome and confusing right now.  A lot of people have been asking and it's time to make the change please!

AileneA
QuickBooks Team

How can you add a custom detail type in accounts with the online version of QB?

Hi there, @.mhcarleton.

 

I want you to know that helping you is our top priority. As of this moment, we don't have a workaround as to when this will be added. Rest assured, our developer's team is working hard to develop the best features to fit the needs of our customers.  

 

In the meantime, you can visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features. Here's the link: The QuickBooks Blog.   

 

Please know that the Community is always here to help you out to make you and your business easy and functional.

rburch00
Level 2

How can you add a custom detail type in accounts with the online version of QB?

This is ridiculous.....You should provide the same functionality that you have with the Stand-alone version.  Customers have been begging for this for over a year!!!!  Seem that like this would be very close to a top priority with all the customer feedback.....!!!! We need to be able to put what we as customers want and not your developers arbitrarily decide for us......every business has different needs and this is a function we all need...!!!  Quite the BS and get it done.....!!!    

Edz1
Level 1

How can you add a custom detail type in accounts with the online version of QB?

The system is very bad. Developers should not intervene with how the accountants will handle and manage the chart of accounts and other accounting activities. You should design the system which will allow the users to change with ease. Another thing, You know already that companies do pay taxes. Some withholding agents (taxpayers) withhold or deduct a portion of money before they pay the vendor. I see it in India as TDS or Tax Deducted at Source. In our country, the TDS is just named as Withholding Tax, they why this cannot be setup in our country? This is so ridiculous, your are selling your product globally yet there's no freedom for customization. Before you market your product to different countries, you need to do some research, not just trying to make a dress for one that fits all!!

AuroraESLtd
Level 2

How can you add a custom detail type in accounts with the online version of QB?

It's nearly 2021 and still this issue hasn't been addressed.

 

It's pretty clear that Quickbooks / Intuit have ZERO intention to actually listening to their customers.

 

It will undoubtedly be their downfall, I'm off to use Zero !!!!

AuroraESLtd
Level 2

How can you add a custom detail type in accounts with the online version of QB?

@AileneA this issue was raised over TWO years ago and you're trying to convince the community that your developers are "working hard" to find a fix. Come off it!!!

 

Its clear that either your developers are under qualified, your company is crap at managing its developers or you just don't care about your customers needs. 

 

Please don't hit me back with a standard cut and paste response, I've read them all previously in this thread.

 

I'll take to social media with a link to this thread and see if that gives Intuit a kick up the backside to do better for its customers.

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