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October 21, 2023
Question

How to add/adjust account types?

  • October 21, 2023
  • 1 reply
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1 reply

October 21, 2023

Help has arrived, @johnhartrye. I'd be delighted to guide you on adding and editing account types in QuickBooks Online.

 

You can add account types when adding new accounts to your chart of accounts. I'll guide you on how you can do it: 

 

  1. Go to the Settings and select Chart of Accounts.
  2. Click New to create one.
  3. From the Account Type dropdown, choose an account type.
  4. Then, you can determine what detail best fits the transactions you want to track from the Detail Type dropdown.
  5. Once done, select Save and Close.

 

To modify it, you can tick the dropdown icon of your account and then click Edit.

 

To learn about setting this up, this article can give you more details: Add an account to your chart of accounts in QuickBooks Online.

 

Also, these resources can help you in managing your accounts: 

 

 

I'm more than willing to assist if you have any other concerns with your accounts. I'll ensure your needs are taken care of.