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November 25, 2024
Question

QBO is requiring specific column information like TYPE, DETAIL TYPE for the chart of accounts in Excel CSV file for importing to QBO. what is 'type" & "detail type"?

  • November 25, 2024
  • 1 reply
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i am preparing a chart of accounts for uploading to QBO.

    1 reply

    MsNorthPND18
    November 25, 2024

    The chart of accounts is the backbone of QuickBooks Online (QBO) and the foundation of your company’s accounting processes, Joshua. Let's share some information on what type and details type is.

     

    Understanding account types and detail types is essential for maintaining organized and accurate finances. Each account in your chart of accounts is categorized by both an account type and a detail type. While account types influence the accounting aspects of your records, detail types do not.

     

    Instead, detail types allow you to further categorize your account types, making it simpler to analyze your financial activities. QBO provides a default list of account types, and it's important to select the correct one, as it directly affects your accounting.

     

    You may check this article to learn more about how to use account types and detail types in your chart of accounts: Learn about account types and detail types in QuickBooks Online.

     

    In addition, check these articles on how to create subaccounts in your chart of accounts and import your customer or supplier contact lists:

     

    Create subaccounts in your chart of accounts in QuickBooks Online.

    Import customers or suppliers from email contacts to QuickBooks Online.

     

    Let me know if you have other concerns or related questions regarding uploading your transactions in QBO. I'm always here to assist you.