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Create subaccounts in your chart of accounts in QuickBooks Online

by Intuit•13• Updated 3 days ago

Learn how to create subaccounts in your chart of accounts in QuickBooks Online.

This helps you keep your chart of accounts organised and create more detailed reports.

Create a new subaccount

In Quickbooks Online, you can create a subaccount under a parent account. This lets you break down your income, expenses, and other account types.

Note: You can create up to five subaccounts under one parent account.

Here’s how to get started:

  1. Go to Settings Settings gear icon., then select Chart of accounts (Take me there).
  2. Select New.
  3. Enter an Account name. 
  4. Select an Account type, and then select the Detail type from the dropdowns.
    Find out more about detail types.
  5. Check Make this a subaccount, then select the Parent account it should be under.
    Find out more about parent accounts and subaccounts.
  6. If you select Cash and cash equivalents, Assets, Credit card, Liabilities, or Owner's equity account, enter Opening Balance, and fill out the starting date in the As of field.
  7. (Optional) Add a Description to add extra information about this account. 
  8. Select Save. 

Change an existing account into a subaccount

  1. Go to Settings Settings gear icon., then select Chart of accounts (Take me there).
  2. Find the account you want to edit. 
  3. In the Action column, select the Account history menuâ–Ľ. Then, select Edit.
  4. Check Make this a subaccount, then select the Parent account it should be under.
  5. Select Save.

Learn more about organising your accounts

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