Question

QBO Bank Feeds and Account Classification

Forum|Forum|7 years ago
July 26, 2018
1 reply
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When my client set up his bank feed from his bank, he had to import it because his bank did not have the feature. He or the bank set it up as an Asset Account. I tried to change it over but it will not allow me to change it. Do I need to call support or does he need to set up a new QBO Account?

JamesC

Hi Chriskinguh,

Welcome to the UK Community Page, this is a great place to get expert advice on your QBO Queries.

You should be able to change the type of account within QuickBooks, go into Accounting on the left, select the account, click the black arrow and then Edit. You should be able change the account type in that screen.

What type of Asset has he set it up as, what's the Detail Type and what's he named the account? I'm wanting to replicate your scenario.

Thanks,