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sijprop1
April 17, 2020
Question

How can you add a custom detail type in accounts with the online version of QB?

  • April 17, 2020
  • 4 replies
  • 0 views

How can you add a custom detail type in accounts with the online version of QB?

 

This question was asked over over a year and a half ago.  Certainly before then. 

 

This is BS BS BS BS.  This is no only a simple fix, but one that every business owner needs and I am sure is as frustrated as I am for the lack of intuitiveness for a company called intuit.  Do you really think that the magazine stand in New York City has the same two dozen categories as the trucking fleet in rural America?  They call it logistics for a reason.

 

And, YES, I have tried your backdoor fix..." However, you can create a sub-account and match it to the closest parent account."  It is tediously frustrating and counter-INTUITive!!!

 

 

INFURIATING!

    4 replies

    Rustler
    Rustler
    April 17, 2020

    Detail accounts are something intuit invented.  They ONLY exist in QBO.

    That alone should tell you that they are unnecessary.

     

    create the account, and name it, tada there is your detail account.

      T
      tada tada tada
      April 1, 2021

      Exactly... This system has no real flexibility... we should be able to edit any and all of our accounts and our detail type.  This system is old and outdated.  If anyone has any other suggestions other that QB I am all ears.

      Ashley H
      Ashley H
      April 17, 2020

      This isn't the impression we wish to leave you with, @sijprop1.

       

      At this time, there's not a way to add a custom Detail Type in QuickBooks Online. I'm going to submit feedback to our Product Development Team about bringing in a feature that will allow this to happen, You can visit our Blog to see new features and upcoming updates to our Products. In the meantime, here are a few Community Articles that you may find useful:

      If you have any further questions or concerns, please don't hesitate and reach back out to me. I'm always here to help you.

      S
      SS2021SS
      February 18, 2021

      @Ashley H

      Has any progress been made towards a feature allowing users to create custom Detail Types? For several reasons it would be much easier to create custom Detail Types to better align our COA with industry standards. Hoping there is a solution on the horizon!

      A
      AileneA
      February 18, 2021

      Hello, SS2021SS. 

       

      As of this moment, we don't have a time frame as to when this feature is available in QuickBooks. I know the importance of having this kind of feature. I'll make sure to tap this into our developer's team. This way, they might be given a chance to be included in the next product updates.   

       

      You can visit the QuickBooks Blog site, from time to time to see new updates. From there, you can see the future developments and the latest news about QuickBooks and what our Product Care Team is working on.    

       

      Please know that you're always welcome to drop by if you have any other concerns. Have a great day. 

      L
      lawrenanne1
      October 23, 2024

      Is there still no fix to this problem?  Either make it so that if I leave the "detail" field blank, it stays blank, or add a couple of general fields like "General operations expenses" and "General admin expenses."  Or better yet eliminate this field altogether.  I've used Sage, every version of QB Desktop, and QBO with my clients, and I would never never NEVER recommend QBO.  It is the clunkiest piece of crap I've ever used.

      R
      RoseJillB
      October 23, 2024

      This isn't the kind of impression that we want you to have in creating an account and leaving the detail type field blank, Lawren. Our aim is to make the process of creating an account as smooth and straightforward as possible.
       

      Currently, there’s no option to exclude or leave the detail type blank in creating an account in the Chart of Accounts (COA). Detail types are designed to guide you in selecting the appropriate account type, particularly if you're new to accounting. They also allow you to categorize your account types, making it simpler to understand how your money is being allocated.
       

      While we're considering this option for future updates, I encourage you to send your suggestion to our product development team. Your feedback is vital for shaping features that truly meet user needs:

       

      1. Go to the Gear icon.
      2. Select Feedback.
      3. Enter a brief description of your product suggestion.
      4. Click Next to submit feedback.

       

      Moreover, you can utilize various financial reports to get a snapshot of your business's financial growth. I also added a resource where you can refer to the complete guidelines for customizing it:

       

       

      I’ll keep this thread open for your concerns and other queries about managing accounts. I’m just a post away to guide you. Stay safe!

      C
      carol-pullen-bio
      May 22, 2025

      The European version of QBO has an account type called " Management Compensation". Since I have a set of QB for EU and another for USA (since banks will not pull into the same account), how do I coordinate so that both QBO versions details the same Account type since I cannot alter Account type in QBO...in USA it is called "payroll expenses"

      A
      AreYouKiddingMe2
      March 4, 2025

      I concur, complete HORSESHI*  here I am creating and importing my account types, details etc... only to find out, all the work I just did for detail type, upon import of my csv. file, I find out, I can't create my own detail types in 2025!!! GET WITH THE F***ING Program INTUIT and allow your customers to create their own detail types!! Absolute ignorance by Intuit to now allow this. My business doesn't conform to your idea of how I should categorize my accounts. 

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