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Hello again, @rickwillard89.
In regards to my original response, I was thinking you were trying to change a category type.
What you will need to do here is inactivate this "Bank" account and create a new one under "Income" type.
Here's how:
For more details about this process, you may read through this link: How to deactivate an account or restore a deactivated account.
Next, you need to create a new income account.
Let me know if I can help with anything further! I am happy to help.
This should be an easy edit for you, @rickwillard89! I'm happy to show you how to make these changes.
I'd love to help with any other questions you may have within QBO, otherwise, have a great day!
Jessica.... I've tried to walk through exactly what you're talking about, but am unable to make this edit. Can I have a live chat with you...share my screen...whatever? Goodness gracious, I'm so red-faced that I haven't been able to make this simple edit. Please let me know. Thanks.
Hi again @rickwillard89, thanks for reaching back with an update.
Can you explain in a bit more detail what happens when you try to edit this category type?
I'd like you to also try some browser troubleshooting, to see if this resolves the issue:
Unfortunately, here in the Community we're unable to screen share or troubleshoot in person. I'm more than happy to take a look if you can provide screenshots of what you're seeing. I'm also happy to share how to reach QuickBooks Online support contact details.
To reach out to QuickBooks Online Support:
I'm determined to find a solution for you! Let me know what next steps you'd like to take.
Income - Assessment | Bank | Cash on hand | -14,111.70 | View register |
Income - Consultation | Bank | Cash on hand | -930.10 | View register |
Income - Package | Bank | Cash on hand | -3,500.00 | View register |
Can you see these line items? I'm TRYING to get these accounts to be switched from a "Bank" type to the "Income" type. I'm not seeing any options that allow that, even looking at the steps you've laid out. I can do a screen shot, but not DYING to share the company's account balance.... Thoughts?
Hello again, @rickwillard89.
In regards to my original response, I was thinking you were trying to change a category type.
What you will need to do here is inactivate this "Bank" account and create a new one under "Income" type.
Here's how:
For more details about this process, you may read through this link: How to deactivate an account or restore a deactivated account.
Next, you need to create a new income account.
Let me know if I can help with anything further! I am happy to help.