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June 18, 2024
Question

Can you edit the detail types (and/or add new ones) in the chart of accounts section? Thx!

  • June 18, 2024
  • 1 reply
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1 reply

June 18, 2024

Yes, you can, lisa.

 

In QuickBooks Online (QBO), we can edit the detail type of your accounts in the Chart of Accounts (COA). Please know that changes can affect your accounting and reporting data.

 

Let's change it by following the steps below:

 

  1. Go to the Transactions menu from the left navigation pane.
  2. Click the Chart of Accounts tab.
  3. Locate the account you want to change the Detail Type.
  4. Drill down the arrow under the Action column.
  5. Hit Edit, and choose a Detail Type from the dropdown.
  6. Then, click Save.

 

To learn more about how to use detail types for your Chart of Accounts in QuickBooks, kindly refer to this article for the complete information: Learn about account types and detail types in QuickBooks Online.

 

I'll be around here if you need more help with the accounts in QuickBooks. You can always utilize the reply button to start posting your concern here. Take care!

June 19, 2024

I see that's where you can pick a detail type that QuikBooks already has listed. I was wanting to add my own detail types to that list as well. Can that be done?