Thanks for the prompt response, bobleilich. I'm glad that you're able to merge your accounts in QuickBooks. Let me share steps on how you can successfully change the accounts to Expenditure.
Please ensure that the sub-account is already unlinked from the parent account so that you can change it to an Expenditure. However, if it's already unlinked, let's perform some troubleshooting steps to resolve the issue.
The outdated stored cache can affect the performance of the program. I recommend accessing your account using a private window. This way, we can determine whether this is a browser cache-related issue.
Incognito mode helps us verify the issue since this doesn't save any files. Here are the keyboard shortcuts:
- Safari: Command + Shift + N
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox or Microsoft Edge: CTRL + Shift + N
If it works, clear the browser's cache. Doing so deletes all the data from your browser and optimizes its performance. You may also use other supported browsers as an alternative.
Also, I'll be sharing this article that will guide you in adding transactions manually in your bank register and how to reconcile your accounts in QBO:
Know that you're always welcome to post here in the QuickBooks Community if you have any other concerns with changing accounts in COA. I'm always here to help.
