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Intuit
12 helpful votes

Organize your accounts into parent accounts and subaccounts

Learn how to create parent accounts and subaccounts so you can keep your books organized.

In QuickBooks Online, you can create subaccounts to break down your expenses, income, and more into greater detail. For example, you can divide your utilities account into subaccounts, so you can track different types of utility payments, like gas, telephone, water, and so on.

You can create subaccounts of any main (or “parent”) account.  Use them to keep your chart of accounts organized and make more detailed reports. Here's how.

Create a new subaccount

Follow the steps below to add a subaccount under an existing account. You can also create a new parent account first if you need to.

  1. Go to Settings ⚙️ and select Chart of Accounts.
  2. Select New.
  3. Select the account type and detail type. You can learn more about account types and detail types if you have questions.
  4. Select Is sub-account and then enter the parent account.
  5. Give your new subaccount a name. You can also add a description. You can also change the display name or add a description.
  6. Enter the subaccount’s balance and then specify the “as of” date. Only some account types need this, like bank, credit card, asset, and liability.
  7. Select Save and Close.

Turn an existing account into a subaccount

You can turn an existing account into a subaccount. Just make sure both accounts have the same account type and detail type.

  1. Go to Settings ⚙️ and select Chart of Accounts.
  2. Find the account and select the small arrow ▼ in the action column. Then select Edit.
  3. Select Is sub-account and then enter the parent account.
  4. Select Save and Close.

Note: If you want to learn more, feel free to experiment with parent accounts and subaccounts using our sample company.

How your subaccounts will look like in your Chart of Accounts tab and reports

Note: If you want to learn more, feel free to experiment with parent accounts and subaccounts using our sample company.

Chart of accounts

Here’s how your accounts will look like in your Chart of Accounts tab.

Reports

When you run reports, you'll get a clearer picture of your income, expenses, and more.

Learn more ways to organize your accounts

Here are other things you can do to keep your accounts in order:

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