Change the type of an existing parent account or - QuickBooks 2026

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  1. Click ‘Get Form’ to open it in the editor.
  2. Begin by entering your Account Number in the designated field. If this is an update to an existing subaccount, select 'YES' and provide the current Subaccount Number.
  3. Fill out the Employment Affidavit section by selecting your Business Type (Individual, Partnership, Corporation, Non-Profit) and providing your Legal Business Name and D/B/A Name if applicable.
  4. Complete the Person Responsible section with their Name and Title, followed by your Physical Address, City, State, Zip Code, Business Telephone, Fax Number, E-mail, and Website Address.
  5. Input your Federal Employer ID No., Year Business Established, and if applicable, details regarding Corporation incorporation date and state.
  6. List any relevant ownership information for individuals participating in business management. Ensure all names are clearly documented.
  7. Initial each statement in the declaration section to affirm compliance with confidentiality and usage policies before signing at the bottom of the form in front of a Notary.

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Reclassify Expenses as an Account User Under TOOLS select Reclassify transactions. On the left, youll see a list of the accounts from the Chart of Accounts. Click on the account for the expenses/income that you want to reclassify. A list of all the transactions in that account will appear on the right.
You can also reclassify by account and class at the same time. Select a transaction or Select All. Select the Account to checkbox to reclassify by account. Select the ▼ dropdown arrow next to Account to. Select the Class to checkbox to reclassify by class. Select the ▼ dropdown arrow next to Class to. Select Reclassify.
Find the product or service item you want to change. Select Edit in the Action column. Select Change type.
Change account types Select the Account type ▼ dropdown, then select the new account type. Youll get the prompt Changing the type or detail type of an account may affect your accounting and reporting. Are you sure you want to do this? Select Yes.
Change an existing account into a subaccount Find the account you want to edit. In the Action column, select the View register menu▼. Then, select Edit. Check Make this a subaccount, then choose the Parent account it should be under.

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Reclassify and move transactions Go to Settings ⚙ and select Reclassify transactions. Select an Account type. Select the checkbox next to each transaction you want to change. Select Reclassify. Select a new account, class, or location from the transactions you want to change.

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