QB Issue Resolution:

Account detail types
Answer ID: 6230

When you create an account in QuickBooks Online, you will choose a broad account type (expense, income, liability, etc.) and then select a detail account type. The detail type assigns the account into a subcategory in order to have it appear in the correct place according to GAAP (Generally Accepted Accounting Principles).

For example, all cash or cash equivalents are grouped together on the Balance Sheet under Assets, and subcategorized as Current Assets. Choosing the correct categories will also enable the accounts to be placed in the correct positions on the Balance Sheet or Profit and Loss Statement.

Detail types are predefined and cannot be changed by the user. If you cannot find the exact type you are looking for, you will need to select the detail type that is the nearest match.

To view the available detail types for an account type in your QuickBooks Online company:

Click the Gear Icon and choose Chart of Accounts
At the top of the page, click New. A pop-up window will open.
Choose the Category Type from the list.
The box below will display the detail types for that account type- you can highlight a detail type from the list to use.
Fill out the account name, number, and description where applicable, and click Save.

Here’s a link to a spreadsheet that has all the detail types listed: Detail types

To change the type or detail type associated with an account:

Click the Gear Icon and choose Chart of Accounts
Click to highlight the account you want to change, then click Edit.
Choose the Category Type from the list.
The box below will display the detail types for that account type- you can highlight a detail type from the list to use.
Edit any other information you may need to change, then click Save.

Details
Answer ID 6230
Products QuickBooks Online Simple Start (H)
QuickBooks Online Essentials (H)
QuickBooks Online Plus (H)
Categories Using This Product
Date Created 04/28/2014 08:57 AM
Date Updated 04/28/2014 08:57 AM
Allow Crawling? Yes

Resolution for Issue 'Account detail types.' available: Yes (Solved).
Source: Intuit Community forum.

Account detail types.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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