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ebuhrendorf1
February 26, 2020
Solved

Can I edit or manage Detail Types?

  • February 26, 2020
  • 5 replies
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Original commenter did not share additional details
Best answer by Rea_M

I appreciate you for clarifying the issue, @ebuhrendorf1.

 

Adding new kinds of Detail Types in your Chart of Accounts is unavailable. You can use the default ones in categorizing your accounts.

 

You can change the detail type of an existing account as mentioned by my colleague. However, doing so may affect your business accounting and reporting.

 

If you still want to update your account's detail type in your Chart of Accounts, I'd recommend consulting your accountant to keep your books accurate.

 

To learn more about how to use detail types for your Chart of Accounts in QuickBooks, kindly refer to this article for the detailed information: Learn about detail types in chart of accounts. It also contains an explanation of what detail types to use when adding a new account.

 

Please let me know if you have other concerns. I'm just around to help.

5 replies

RenjolynC
RenjolynC
February 26, 2020

Yes, ebuhrendorf1.

 

You can edit the Detail Type and Type of the account in the chart of accounts. Please take note that changing the information may affect your accounting and reporting. 

 

To do that, here's how:

 

  1. Go to Accounting > Chart of Accounts.
  2. Find the account you want to modify and click the drop-down arrow next to the View register link.
  3. Select Edit.
  4. In the Account window, choose the Detail Type from the drop-down list.
  5. Click Save and Close.

Please see this sample screenshot for a visual guide:

 


For reference, you can check out this article: Understand the chart of accounts in QuickBooks.

 

I'll be right here if you need more help with the accounts in QuickBooks. Thanks.

E
ebuhrendorf1Author
February 27, 2020

Thank you @RenjolynC for the time you took to explain this but what you described was not what I was asking... is it possible to manage or edit the Detail Types to add new kinds of Detail Types?

R
Rea_MAnswer
February 27, 2020

I appreciate you for clarifying the issue, @ebuhrendorf1.

 

Adding new kinds of Detail Types in your Chart of Accounts is unavailable. You can use the default ones in categorizing your accounts.

 

You can change the detail type of an existing account as mentioned by my colleague. However, doing so may affect your business accounting and reporting.

 

If you still want to update your account's detail type in your Chart of Accounts, I'd recommend consulting your accountant to keep your books accurate.

 

To learn more about how to use detail types for your Chart of Accounts in QuickBooks, kindly refer to this article for the detailed information: Learn about detail types in chart of accounts. It also contains an explanation of what detail types to use when adding a new account.

 

Please let me know if you have other concerns. I'm just around to help.

M
mpearson69
January 16, 2021

I am trying to define an expense type for contract labor.  As the Detail Type does not have this specific category, do I choose Legal & Professional Fees even though that is not quite accurate?  The inability to add additional Detail Types under the Expense Account type is very limiting and one of the reasons I don't enjoy using QBO. 

    H
    Hokulea
    September 1, 2021

    I agree that an account detail is only useful if we can customize to our business. Apparently no one at QB has ever owned a business because they are forcing us to batch almost EVERYTHING into "other business expense". The details listed are extremely basic to the point of being nearly useless for an actual business. I regret listening to the gossip and "going online" with QB. Really disappointing. I did see a video online that said an excel spreadsheet can be used to create a customized account; (including detail type) but I have not tried yet. I'm nervous to try because things might go haywire with my chart of accounts. Oh well. I'll talk to my accountant about discarding QB for 2022.  

      H
      Hokulea
      September 1, 2021

      Here's a great video explaining Account Details: https://www.youtube.com/watch?v=zuIXC3SpSBc. For business owners completely frustrated by the restrictions on changing/adding "account details", try changing the "Account Type". It could be you need to re-categorized to a different type: Assets, Liabilities, Equity, Income, Expense - then perhaps you'll see the Detail you need. 

      M
      mdj101
      June 7, 2022

      You can create your own details types.


      I use Synder which had created categories for stripe fees and created a detail type of Commissions and fees.

       

      I wanted to split one of the fees as it's a ticket source fee and not a stripe fee.

       

      I created a new TicketSource expense type using the chart of accounts, but I couldn't find the commissions and fees detail type, I knew it was there, as I could see it when I did a search for stripe in the chart of accounts.

       

      Then it dawned on me that Stripe had created these externally, importing the data into QBO. So I downloaded the chart of accounts excel template and created a single line entry for TicketSource Fees / Expenses / Commissions and Fees, imported it and it now shows up perfectly!

       

       

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