Easy Tech TutsHow to Change Account Type in QuickBooks Online Easily 2026
By Impran M N
Getting account types right in QuickBooks Online matters for accurate tax reporting and clear financial categorization, especially as a business grows or its needs change. This guide covers how to locate an account and change its type without disrupting existing records.
01Open your chart of accounts
Navigate to the account settings area in QuickBooks Online where all your accounts are listed.
02Select the account you want to edit
Find the specific account whose type needs updating and open its edit options.
03Change the account type
Choose the correct account type and detail type from the available options to better reflect the account's financial purpose.
04Double-check the categorization
Review the new classification to make sure income and expenses will be tracked correctly going forward.
05Save your changes
Confirm the update so the account reflects its new type across reports and financial statements.
Frequently asked questions
Will changing an account type affect past transactions?
Changing the type reclassifies the account itself, which can affect how past transactions appear in reports, so it's worth reviewing your financial statements after the change.
Can I change any account type in QuickBooks Online?
Most account types can be edited, though some restrictions may apply depending on the account's history and whether it's linked to bank feeds.
Why would I need to change an account type?
Common reasons include correcting a setup mistake, adapting to a business expansion, or adjusting categorization for tax purposes.
What happens if I choose the wrong account type by mistake?
You can typically go back into the account settings and correct the type again, though it's best to review reports afterward to confirm accuracy.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
