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Account detail types

Audience: Admin
Type: Reference

Reference

For system behavior and rules, see
SmartBooks Documentation – Section 3: SmartBooks Settings

Purpose

Account Detail Types define how individual accounts behave inside SmartBooks.

They help the system understand what kind of transactions an account is used for and how those transactions appear in reports.

How to Access

  1. Go to SmartBooks

  2. Click Settings

  3. Open Account Detail Types

URL format:
https://app.thulo.com/{tenantname}/ps/admin/accounting/setting/account-detail-types

What Account Detail Types Are Used For

Account detail types are used to:

  • Classify accounts more precisely

  • Control how amounts appear in reports

  • Ensure correct grouping of accounts

Each account in the Chart of Accounts must have one detail type.

Viewing Account Detail Types

On this page, you can see:

  • List of available account detail types

  • Associated account categories

  • Status of each detail type

Detail types are predefined and linked to account behavior.

Using Account Detail Types

When creating or editing an account:

  1. Select an Account Type

  2. Select an Account Detail Type that matches the purpose of the account

The selected detail type determines:

  • Where the account appears in reports

  • How totals are calculated

Important Notes

  • Account detail types are used across the entire SmartBooks module

  • Changing a detail type affects how future transactions are reported

  • Existing records are not automatically recalculated

  • Detail types should be selected carefully during account creation

When to Review Account Detail Types

  • During initial SmartBooks setup

  • When creating new accounts

  • When reviewing report structure

Related Articles

  • Chart of Accounts

  • General Accounting Settings

  • Income Statement Modification

  • Mapping Setup

End of Article

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