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Feb 15, 2020 4:36 AM UTC
Solved

One of my credit cards is showing up as a bank payment account. How do i change this?

Original commenter did not share additional details
AileneAAnswer
Feb 15, 2020 6:30 AM UTC

Hi there, @dawnrose1213. 

 

Thank you for reaching out to the Community. 

 

We can modify the Account Type and Detail type to change this. Let me show you how:  

 

  1. Go to Accounting and select Chart of Accounts. 
  2. Select the specific bank account you want to change and under Action click drop-down arrow and Edit. 
  3. Under Account Type select Credit Card and under Detail Type choose credit card. 
  4. Hit Save and Close.

 

 

 

 

 

 

Once done, you can view the changes made under Banking menu. 

 

For additional information on this, I recommend the following article: Connect bank and credit card accounts to QuickBooks Online. 

 

Please let me know how it goes or if you need further help about this. I'm just a post away. Have a great day!

2 replies

AileneAAnswer
Feb 15, 2020 6:30 AM UTC

Hi there, @dawnrose1213. 

 

Thank you for reaching out to the Community. 

 

We can modify the Account Type and Detail type to change this. Let me show you how:  

 

  1. Go to Accounting and select Chart of Accounts. 
  2. Select the specific bank account you want to change and under Action click drop-down arrow and Edit. 
  3. Under Account Type select Credit Card and under Detail Type choose credit card. 
  4. Hit Save and Close.

 

 

 

 

 

 

Once done, you can view the changes made under Banking menu. 

 

For additional information on this, I recommend the following article: Connect bank and credit card accounts to QuickBooks Online. 

 

Please let me know how it goes or if you need further help about this. I'm just a post away. Have a great day!

Feb 15, 2020 1:41 PM UTC

Thank you! I was so close and in the right area, which makes me feel better. I was missing the action menu part of it. I appreciate the help - it worked!