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Ashley - FT
Level 1

Account hierarchy

Hi,

I'm planning to organise our Chart of Accounts using the sub-account functionality.  However, to do this properly i would like transactions to only be posted at the lower levels and not at different points in the hierarchy.

 

Is this possible to manage?  the only functionality i can see to support this is the inactive accounts feature, 

Solved
Best answer September 07, 2022

Accepted Solutions
Mich_S
QuickBooks Team

Account hierarchy

Yes, it's possible to manage your transactions, @Ashley - FT. I'm here to provide some insights and guide you through.

 

Transactions will be posted to the associated account. Make sure you choose the correct account from the category drop-down if you want them to post under the subaccounts or any particular accounts. Please refer to the image below for guidance:

 

 

Once you're all set, browse this article to know how you can resolve the difference in your account balances: Reconcile an account in QuickBooks Online

 

You can always comment back if you need more help with this or QuickBooks in general. The Community is available 24/7. Have a good one and stay safe!

 

 

 

View solution in original post

1 REPLY 1
Mich_S
QuickBooks Team

Account hierarchy

Yes, it's possible to manage your transactions, @Ashley - FT. I'm here to provide some insights and guide you through.

 

Transactions will be posted to the associated account. Make sure you choose the correct account from the category drop-down if you want them to post under the subaccounts or any particular accounts. Please refer to the image below for guidance:

 

 

Once you're all set, browse this article to know how you can resolve the difference in your account balances: Reconcile an account in QuickBooks Online

 

You can always comment back if you need more help with this or QuickBooks in general. The Community is available 24/7. Have a good one and stay safe!

 

 

 

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