Where can I see a complete list of the account "type" and "detail type" options so I can assign a valid type and detail type to my new chart of accounts before uploading?

eclayton9182 · ‎February 03, 2021

I tried to upload the chart of accounts for my business and most of the "Type" and "Detail Types" I included in my original spreadsheet were red and were options in the drop down. Can I see a full list of the options so I can edit my chart of accounts in excel before uploading?

AileneA · ‎February 03, 2021

Hello, eclayton9182.

I can walk you through how to view the account "type" and "detail type" in the Chart of Accounts in QuickBooks Online.

Here's how:

Click the Accounting, then select Chart of Accounts.
Tap the New.
From the Account Type, drop down arrow and choose the specific account.
Under Detail Type, drop down arrow and select the correct account.
Click Save and Close.

To learn more about Chart of Accounts, you can refer to these articles:

Don't hesitate to visit ask again if you have more questions. We're always delighted to help. Stay safe!

kmeckert · ‎February 04, 2021

Isn't there a full list of the preset accounts with numbers, descriptions and mapping that you can provide? I want to determine what I want to use across multiple companies before I configure them.

JasroV · ‎February 04, 2021

I'm more than happy to tell you that there is, @kmeckert.

When importing your chart of accounts, QuickBooks customizes the chart for you. To learn the list of accounts you can import, you can check the A deeper dive into account types section in this article for reference: Learn about the chart of accounts in QuickBooks.

Once you’re ready to import your chart of accounts, check out this link for the complete guidelines: Import your chart of accounts to QuickBooks Online.

Let me also share this resource that you can read for future reference in reconciling your accounts effectively: Reconcile an account in QuickBooks Online.

Keep me in the loop if you have other queries about importing accounts or any QuickBooks-related questions. I’ll be around to help and back you. Have a good one and keep safe.

kmeckert · ‎February 04, 2021

I appreciate the quick response, but I am looking for a full list of the pre configured QB account lines. We are buying a group of businesses and I would like to clean up the mapping and make them as aligned as possible. I really just need the full list to determine what the best out of the box hierarchy would be. Can you point me to that list?

JessT · ‎February 04, 2021

Hi kmeckert,

I can see that it would help you to have a list of accounts with the types and their corresponding detail types. However, this list is not available. What we can do is toggle the Account Type and the Detail Type on the Account window to see the list. You can take screenshots.

I'm just around if you have other questions in mind.

angelacct · ‎April 14, 2021

QBO Account Types

Balance Sheet Accounts

Account Types:

(Assets)

Bank
Accounts Receivable (A/R)
Other Current Assets
Fixed Assets
Other Assets

(Liabilities)

Accounts Payable (A/P)
Credit Card
Other Current Liabilities
Long Term Liabilities

(Equity)

Equity (examples)
- Owner's Equity
- Owner's Draw
- Opening Balances

Profit & Loss Accounts

Account Types:

Income
Cost of Goods Sold (COGS)
Expenses
Other Income
Other Expense

NOTE: Don't sweat the "Detail Type." As long as you have the correct Income/Expense, Asset, etc. accounts, you can always work on the rest later.

Each company's Chart of Accounts (COA) is different. It is set up to suit their individual company needs.

If you want to practice creating or uploading a chart of accounts, you can always do so with a QB Sample company. http://qbo.intuit.com/redir/testdrive

Hope the list might help. Best of luck, and have a wonderful day. :)

Julia_udovenko · ‎February 15, 2022

Just for an easier upload would be great to have a list of details types and account types for matching it in excel before upload to avoid manual editing. Could you share it please

Roslynne · ‎May 05, 2022

I just pulled the whole list and uploaded it here for anyone else needing this as I was having the same issue. I don't understand why QBO doesn't offer this.

Roslynne · ‎May 05, 2022

I just created the list in a PDF by highlighting the drop down menu's and copying. I do not understand why QBO doesn't offer this list to all new clients as it would make it so much easier.

JBS · ‎July 16, 2024

I don’t see the Detail Tupe list. Anyway to get that too

SheandL · ‎July 16, 2024

Thanks for reaching out in this forum, @JBS. I'm here to help you view the Detail Type list in your QuickBooks Online.

If you create a new or edit an account from your Chart of Accounts page, you'll be able to see the Detail type list. To view it, here's how:

Go to the Gear icon, then select Chart of Accounts.
Click the New button.
On the New account window, you'll see the Detail type dropdown.

However, there are instances where QBO will use the term Tax form section instead of Detail type. Nonetheless, both of them still have the same purpose, which is to help determine where you want to categorize transactions.

See this article for reference: Learn where QuickBooks Online detail types appear on your tax forms.

Moreover, if you're referring to the screenshots on this thread, please know they're using the old layout instead of the new one.

If you want to create organized and more detailed reports in your chart of accounts. Please refer to this article for guidance: Create subaccounts in your chart of accounts in QuickBooks Online.

This thread is always open if you need further help in finding the detail type list. Just hit the reply button if you have one.

MiamiAccountant · ‎August 15, 2024

Thank you for providing that. Unfortuneatly, this site only provides Profit & Loss accounts and does not provide anything for the Balance Sheet accounts:

https://quickbooks.intuit.com/learn-support/en-us/help-article/tax-forms/learn-quickbooks-online-det...

I found this site which is a much more complete answer to the OP's request for a list of detail types in QBO, but unfortuneatly, this was posted by the QBO UK support team and is meant for their QBO. We need the U.S. QBO support team to post a corresponding article detailing out the accounts types and detail types for the US QBO product:

A complete guide to account types and detail types in QuickBooks Online (UK Version):

https://quickbooks.intuit.com/learn-support/en-uk/help-article/chart-accounts/understanding-detail-t...

This_Software_is_a_Disaster · ‎September 04, 2024

Intuit employees appear incapable of understanding your question. I find it difficult to do routine work without a list of all of the Account Types and the corresponding Detail Types.

I've attached a pdf with a complete list of every Account Type and the corresponding Detail Type. I found the list here:

https://ryanwingate.com/accounting/other-accounting-topics/quickbook-default-account-types/

katieghi · ‎November 05, 2024

https://quickbooks.intuit.com/learn-support/en-uk/help-article/chart-accounts/understanding-detail-t...

morrisstemp · ‎March 07, 2025

Sorry, but I can't upload an Excel file.

But you can convert this PDF to Excel with any number of free tools.

Or you can DM me and I can send you the file.

NormanAcct · ‎August 11, 2025

I am just investigating whether I want to switch from our current accounting system and so I have signed up for a trial period. I am amazed by how Intuit obfuscate what is a straightforward issue for anyone wishing to set up a new set of accounts - and particularly for anyone wishing to migrate their accounts from elsewhere.

The pdf posted above by @This_Software_is_a_Disaster is helpful but I hope others will find the list below easier to work with:

Overall category	Type	Detailed Type
Assets	Bank:	Checking
Assets	Bank:	Savings
Assets	Bank:	Money Market
Assets	Bank:	Cash on hand
Assets	Bank:	Trust account
Assets	Bank:	Rents Held in Trust
Assets	Accounts receivable (A/R)	- Accounts receivable (A/R)
Assets	Other Current Assets:	Allowance for Bad Debts
Assets	Other Current Assets:	Employee Cash Advances
Assets	Other Current Assets:	Prepaid Expenses
Assets	Other Current Assets:	Retainage
Assets	Other Current Assets:	Undeposited Funds
Assets	Other Current Assets:	Development Costs
Assets	Other Current Assets:	Inventory
Assets	Other Current Assets:	Loans To Officers
Assets	Other Current Assets:	Loans to Stockholders
Assets	Other Current Assets:	Loans to Others
Assets	Other Current Assets:	Other Current Assets
Assets	Other Current Assets:	Investment - U.S. Government Obligations
Assets	Other Current Assets:	Investment - Tax-Exempt Securities
Assets	Other Current Assets:	Investment - Mortgage/Real Estate Loans
Assets	Other Current Assets:	Investments - Other
Assets	Fixed assets:	Buildings
Assets	Fixed assets:	Furniture & Fixtures
Assets	Fixed assets:	Leasehold Improvements
Assets	Fixed assets:	Machinery & Equipment
Assets	Fixed assets:	Other fixed assets
Assets	Fixed assets:	Vehicles
Assets	Fixed assets:	Accumulated Depreciation
Assets	Fixed assets:	Depletable Assets
Assets	Fixed assets:	Accumulated Depletion
Assets	Fixed assets:	Intangible Assets
Assets	Fixed assets:	Accumulated Amortization
Assets	Fixed assets:	Land
Assets	Fixed assets:	Fixed Asset Computers
Assets	Fixed assets:	Fixed Asset Copiers
Assets	Fixed assets:	Fixed Asset Furniture
Assets	Fixed assets:	Fixed Asset Phone
Assets	Fixed assets:	Fixed Asset Photo Video
Assets	Fixed assets:	Fixed Asset Software
Assets	Fixed assets:	Fixed Asset Other Tools Equipment
Assets	Other Assets:	Goodwill
Assets	Other Assets:	Lease Buyout
Assets	Other Assets:	Licenses
Assets	Other Assets:	Organizational Costs
Assets	Other Assets:	Security Deposits
Assets	Other Assets:	Other Long-term Assets
Assets	Other Assets:	Accumulated Amortization of Other Assets
Assets		Accounts payable (A/P)
Liabilities	Accounts payable (A/P)	- Accounts payable (A/P)
Liabilities	Credit Card	- Credit Card
Liabilities	Other Current Liabilities:	Insurance Payable
Liabilities	Other Current Liabilities:	Payroll Clearing
Liabilities	Other Current Liabilities:	Payroll Tax Payable
Liabilities	Other Current Liabilities:	Sales Tax Payable
Liabilities	Other Current Liabilities:	Federal Income Tax Payable
Liabilities	Other Current Liabilities:	State/Local Income Tax Payable
Liabilities	Other Current Liabilities:	Trust Accounts - Liabilities
Liabilities	Other Current Liabilities:	Rents in trust - Liability
Liabilities	Other Current Liabilities:	Line of Credit
Liabilities	Other Current Liabilities:	Loan Payable
Liabilities	Other Current Liabilities:	Prepaid Expenses Payable
Liabilities	Other Current Liabilities:	Other Current Liabilities
Liabilities	Other Current Liabilities:	Undistributed Tips
Liabilities	Other Current Liabilities:	Deferred Revenue
Liabilities	Long Term Liabilities:	Notes Payable
Liabilities	Long Term Liabilities:	Shareholder Notes Payable
Liabilities	Long Term Liabilities:	Other Long Term Liabilities
Equity	Equity:	Accumulated Adjustment
Equity	Equity:	Common Stock
Equity	Equity:	Preferred Stock
Equity	Equity:	Paid-In Capital or Surplus
Equity	Equity:	Treasury Stock
Equity	Equity:	Opening Balance Equity
Equity	Equity:	Owner's Equity
Equity	Equity:	Partner's Equity
Equity	Equity:	Partner Contributions
Equity	Equity:	Partner Distributions
Equity	Equity:	Retained Earnings
Equity	Equity:	Estimated Taxes
Equity	Equity:	Health Insurance Premium
Equity	Equity:	Health Savings Account Contribution
Equity	Equity:	Personal Income
Equity	Equity:	Personal Expense
Income	Income:	Service/Fee Income
Income	Income:	Sales of Product Income
Income	Income:	Non-Profit Income
Income	Income:	Other Primary Income
Income	Income:	Discounts/Refunds Given
Income	Income:	Unapplied Cash Payment Income
COGS	Cost of Goods Sold:	Cost of labor - COS
COGS	Cost of Goods Sold:	Supplies & Materials - COGS
COGS	Cost of Goods Sold:	Shipping, Freight & Delivery - COS
COGS	Cost of Goods Sold:	Equipment Rental - COS
COGS	Cost of Goods Sold:	Other Costs of Services - CO
Expenses	Expenses:	Auto
Expenses	Expenses:	Charitable Contributions
Expenses	Expenses:	Taxes Paid
Expenses	Expenses:	Payroll Expenses
Expenses	Expenses:	Payroll Tax Expenses
Expenses	Expenses:	Payroll Wage Expenses
Expenses	Expenses:	Legal & Professional Fees
Expenses	Expenses:	Dues & subscriptions
Expenses	Expenses:	Insurance
Expenses	Expenses:	Office/General Administrative Expenses
Expenses	Expenses:	Utilities
Expenses	Expenses:	Communication
Expenses	Expenses:	Rent or Lease of Buildings
Expenses	Expenses:	Repair & Maintenance
Expenses	Expenses:	Travel Meals
Expenses	Expenses:	Entertainment Meals
Expenses	Expenses:	Promotional Meals
Expenses	Expenses:	Travel
Expenses	Expenses:	Entertainment
Expenses	Expenses:	Advertising/Promotional
Expenses	Expenses:	Bank Charges
Expenses	Expenses:	Bad Debts
Expenses	Expenses:	Interest Paid
Expenses	Expenses:	Cost of Labor
Expenses	Expenses:	Supplies & Materials
Expenses	Expenses:	Shipping, Freight & Delivery
Expenses	Expenses:	Equipment Rental
Expenses	Expenses:	Other Miscellaneous Service Cost
Expenses	Expenses:	Unapplied Cash Bill Payment Expense
Expenses	Expenses:	Finance costs
Expenses	Expenses:	Other Business Expenses
Other Income	Other Income:	Interest Earned
Other Income	Other Income:	Tax-Exempt Interest
Other Income	Other Income:	Dividend Income
Other Income	Other Income:	Other Investment Income
Other Income	Other Income:	Other Miscellaneous Income
Other Expense	Other Expense:	Depreciation
Other Expense	Other Expense:	Amortization
Other Expense	Other Expense:	Penalties & Settlements
Other Expense	Other Expense:	Other Miscellaneous Expense
Other Expense	Other Expense:	Exchange Gain or Loss
Other Expense	Other Expense:	Vehicle
Other Expense	Other Expense:	Other Vehicle Expenses
Other Expense	Other Expense:	Vehicle Insurance
Other Expense	Other Expense:	Vehicle Loan Interest
Other Expense	Other Expense:	Vehicle Loan
Other Expense	Other Expense:	Vehicle Repairs
Other Expense	Other Expense:	Gas And Fuel
Other Expense	Other Expense:	Parking and Tolls
Other Expense	Other Expense:	Vehicle Registration
Other Expense	Other Expense:	Vehicle Lease
Other Expense	Other Expense:	Wash and Road Services
Other Expense	Other Expense:	Home Office
Other Expense	Other Expense:	Homeowner Rental Insurance
Other Expense	Other Expense:	Other Home Office Expenses
Other Expense	Other Expense:	Mortgage Interest Home Office
Other Expense	Other Expense:	Rent and Lease Home Office
Other Expense	Other Expense:	Repairs and Maintenance Home Office
Other Expense	Other Expense:	Utilities Home Office
Other Expense	Other Expense:	Property Tax Home Office

Topics

Training

Community

Resources

Where can I see a complete list of the account "type" and "detail type" options so I can assign a valid type and detail type to my new chart of accounts before uploading?