How do I add a catagory to chart of accounts?

Hello there, dmiller613.

I'm happy to guide you with adding a category to your chart of accounts in QuickBooks.

The chart of accounts is a list of all of your accounts in QuickBooks. When creating your company file, QuickBooks automatically customizes your chart of accounts based on your industry. So, if you want to add more accounts any time you need to track other types of transactions, I'll be happy to guide you.

Here's how:

1. Go to the Gear icon and select Chart of Accounts.
2. Select New in the top right corner.
3. From the Account Type drop-down, select the account type.
4. On the Detail Type dropdown, choose the detail type to specify the type of account that you want to add.
5. Enter the name of the account in the Name field.
6. You have the option of including information in the Description field and an amount in the Balance field.
7. Then hit Save and Close.

You may check out this article for reference about the steps: Add an account to your chart of accounts in QuickBooks Online.

However, if you're referring to the category to detail type, it's already a preset, and if you're unsure what to choose on the Detail Type, you can reach out to your accountant. Otherwise, you'll also want to check this article for details: Learn about account types and detail types in QuickBooks Online.

I'm attaching these helpful guides for reconciling your accounts to match your bank and credit card statements:

• Reconcile an account in QuickBooks Online
• Learn the reconcile workflow in QuickBooks

Tag me in the comment below if you have clarification about your concern. I'm always here to help you.