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cubelab
Level 2

Adding sub accounts

I have a main bank account but it allows me to have pots or what they call 'spaces' which allow me to transfer money to. I use these spaces for example - 'Vat', 'Tax', 'Savings'.

 

This allows me to move money away from the main account so I don't spend it! How can I manage that in Quickbooks, please?

 

I can't seem to add another account without going through the process of linking up the account online and I don't want to do that as I've already linked the main account.

 

Thanks in advance.

Solved
Best answer July 01, 2020

Accepted Solutions
John C
QuickBooks Team

Adding sub accounts

Hi cubelab

 

You would have to create an asset account, from within the chart of accounts, and allocate/enter the account in the category field when the amounts appear in the for review section. To create the asset account select accounting > chart of accounts > New > in the account type field select current assets > in the detail type select other current assets > Name the account in the Name field > save and close.

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2 REPLIES 2
John C
QuickBooks Team

Adding sub accounts

Hi cubelab

 

You would have to create an asset account, from within the chart of accounts, and allocate/enter the account in the category field when the amounts appear in the for review section. To create the asset account select accounting > chart of accounts > New > in the account type field select current assets > in the detail type select other current assets > Name the account in the Name field > save and close.

View solution in original post

cubelab
Level 2

Adding sub accounts

Worked perfectly, thank you!

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