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Level 1

How to edit chart of account types

how to edit chart of account types
1 Comment
QuickBooks Team

How to edit chart of account types

Hi there, @manylightnings1.

 

It's my pleasure to walk you through on how to edit the account types in the Chart of Accounts. Here's how:

 

  1. Go to Accounting on the left navigation menu then select 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 to change.
  4. Click Save and Close and Save and New
  5. Choose Yes to the prompt that appears.

 

For additional information on how to edit the Chart of Accounts, you can watch this video tutorial: Understanding the Chart of Accounts.

 

I've also shared this article to learn how to use reports in QuickBooks Online: Run reports.

 

If you need further assistance, please know that I'm always here to help. Have a great weekend ahead.

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