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David1551
Level 1

I need to add/modify parent category/account (not sure the difference). This is an accrual business. Please help.

 
1 Comment 1
FritzF
Moderator

I need to add/modify parent category/account (not sure the difference). This is an accrual business. Please help.

Welcome, @David1551.

 

It's nice to have you in the Community. I can help walk you through adding or modifying a parent category/account in QuickBooks Online (QBO).

 

To start off, a category is a way of classifying the products and services you sell to customers to make accounting for inventory easier. Just to confirm, are you trying to add/modify accounts in the Chart of Accounts? If so, here's how to do it:

 

1. Go to the Gear icon at the top and pick Chart of Accounts under Your Company column.
2. Locate the account that you want to change, then on the Action drop-down, select Edit.
3. Click the Account Type drop-down and choose a new account, then Save and close.

 

As a reference, you can also check out this article for further guidance: How to change the type of an existing parent account or sub-account.

 

That's it! Please let me know how it goes or if you're referring to something else in the comment section below.

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