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Level 1

I opened a new account in chart of accounts but i found out that i put the wrong detail type. how do i edit which chart of account i want the account in

 
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QuickBooks Team

I opened a new account in chart of accounts but i found out that i put the wrong detail type. how do i edit which chart of account i want the account in

I hope you're doing fine today, @kdavis1.

 

Editing the detail type of the new account that you've created can be done in just a few clicks through the Chart of Accounts

 

Let me guide you how:

  1. Click on Accounting on the left navigation menu.
  2. Refer to the Chart of Accounts tab.
  3. Tick the drop-down button under the Action column next to the account that you'd like to change.
  4. Choose Edit.
  5. Select the Account Type and Detail Type that you'd like.
  6. Click Save and Close.
  7. Hit on Yes to the prompt that appears. 

You can check out this short clip below for visual reference:

 

 

To give you more details about modifying the accounts on your Chart of Accounts, please see these links:

I'll be right here to lend a helping hand if there's anything else you need. Thanks for coming, and take care!

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