I can walk you through how to view the account "type" and "detail type" in the Chart of Accounts in QuickBooks Online.
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!
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.
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.
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?
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.
QBO Account Types
Balance Sheet Accounts
Accounts Receivable (A/R)
Other Current Assets
Accounts Payable (A/P)
Other Current Liabilities
Long Term Liabilities
Profit & Loss Accounts
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. :)