Account management
Hi @whyisthishard,
I appreciate you for getting in touch with us about importing your chart of accounts. I know it would be more convenient and time-saving not to enter the detail types.
The information from the article regarding skipping the types and detail types is not updated. We already reported the page to our backend team to make the necessary changes.
Since a list of the detail types is unavailable, I recommend using our QBO test drive. You can refer to Craig’s Design and Landscaping test company for some examples of the information. Please visit this page: Test drive QuickBooks Online.
To view them within QuickBooks, Here's how:
- Click the Gear icon in the upper-right corner.
- Select Chart of accounts.
- Press New in the upper-right corner.
- Choose an account type.
- Select the detail type.
- View the description.
- Hit Save and Close.
I appreciate your input about uploading accounts. We always update the features in QuickBooks Online, and this preference might be available in the future.
As we assess this, I suggest you visit our QuickBooks Blog to stay updated with all the changes that are being made.
For additional reference, I've attached a link you can use about entering detail types in QuickBooks: Learn about detail types in chart of accounts.
Drop me a comment below if you have any other questions about importing data. I'll be happy to help you some more.
