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Level 1

How do I change the chart of accounts type? I accidentally made a credit card account a bank account and can't change it.

 
1 Comment
QuickBooks Team

How do I change the chart of accounts type? I accidentally made a credit card account a bank account and can't change it.

Hi @sktr7669,

 

Thanks for posting in the Community. I'm here to assist you with changing the Chart of Accounts type. 

 

You can modify the Account Type with the following steps:

 

  1. Select Accounting on the left navigation menu and Chart of Accounts.
  2. Click the triangle in the Action column next to the account that you'd like to change and choose Edit.
  3. Select the Account Type and Detail Type that you'd like.
  4. Click Save and Close.
  5. Choose Yes to the prompt that appears. 

 

The following is a brief video of this process:

 

 

For additional information on editing the Chart of Accounts, such as customizing Account Details, I suggest the following article: Edit Your Chart of Accounts

 

That's got it. I believe you will have it changed in a few clicks. 

 

Let me know if you need anything else. Wishing you a great weekend ahead. 

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