Creating a sub account

Yes, open the chart of accounts, edit the account and set it to sub account.  BUT the parent MUST be the same type of account

I tried that but it is greyed out.  

Thanks for getting back to us, @aquinones.

I'll share the steps on how to fix grayed-out Subaccount of. You'll want to run our Verify and Rebuild tool. These tools self-identifies the most commonly known data issues within a company file and self-resolve most data integrity issues that the Verify Data finds.

Here's how:

1. Choose Window then Close All.
2. Go to File then Utilities.
3. Select Verify Data. 

If you see "Your data has lost integrity," indicates there is data damage in the file. Continue to the steps below to Rebuild Data to correct the problem.

1. Go to File then Utilities.
2. Select Rebuild Data. 

Once done, reboot your computer and then log in as the QuickBooks Admin. Go back to the Chart of Accounts and then edit the account again.

Check out these articles for your reference:

• Verify and Rebuild Data in QuickBooks Desktop.

• Add, edit, or delete accounts in QuickBooks Desktop.

I'm also adding this link here in case you encounter errors running the software: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

Let me know how it goes after trying the above steps as I want to ensure this is resolved for you. Take care and have a great rest of the week.

Sorry, that did not work.  I am trying to convert an account I already have created to a Subaccount of another account. 

I appreciate you performing the troubleshooting steps shared by my peer above, @aquinones.

I'm here to help make sure you can change a created account into a sub-account.

Before we start, can you provide a screenshot of the grayed-out option? This way, we can verify the possible cause of the issue.

In the meantime, let's perform other troubleshooting steps to get this resolved. The re-sorting list is one of the solutions that can help fix data issues from your Chart of Accounts. To do so, please follow the steps below:

1. Go to the Lists menu, then select Chart of Accounts.
2. In the Account drop-down, choose Re-sort List.
3. Click OK to confirm.

Once done, find and open the created account and try to change it into a sub-account.

If the issue persists, I recommend reaching out to our QuickBooks Support Team. One of our live agents can investigate this further and provide the necessary actions to resolve the issue.

You might want to understand more about the accounts you'll use to categorize your transactions on everything from sales forms to reports to tax forms. This article will provide you the detailed information: Learn about the chart of accounts in QuickBooks.

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back, @aquinones.

Resorting did not fix it.  See attachment. 

Thank you.

Thank you for getting back, @aquinones. I'm stepping into the thread to share some additional resolutions so you can convert your account into a sub-account.

I can see from the attachment you've added that the Subaccount of field is grayed out and you don't have the option to select a parent account from the drop-down. The main factor affecting this issue is due to restricted access to the said feature. Before modifying the account, please make sure to open your file as a master admin or user access with rights to edit the accounts from the Chart of Accounts.

From there, follow the same steps to update your account.

1. Select Chart of Accounts from the Lists menu.
2. Look for your account, then select EditAccount.
3. Mark the box beside Subaccount of, then choose a parent account from the drop-down.

If you're getting the same result after opening your file as an admin, I would suggest updating your QuickBooks Desktop to the latest release to fix the common issues within your file. You may also connect with our Support Team to isolate the issue. A live representative can look into your account securely and review the root cause of the error.

In case you want to delete an account from the Chart of Accounts, you can check out this article as your reference: Add, edit, or delete accounts in QuickBooks Desktop.

If you have any other follow-up questions about your account, let me know by adding a comment below. I'm always here to help. Cheers for more success!

Are you able to change multiple accounts as a sub account at one time or in an import?

It's good to see you here in the Community, @HI2023.

At this time, there isn't a way to change multiple accounts into sub-account at one-time or import them.

I understand that this option can save you time going through each of the accounts. However, QuickBooks only allows you to change parent accounts into sub-account one at a time.

For now, I suggest submitting feedback directly to our product engineers. They may look into this suggestion further and consider adding an option to change multiple accounts into sub-account at one-time. To submit feedback, you can follow the steps below:

1. Go to the Help menu, then select Send Feedback Online.
2. Click Product Suggestion. 
3. Type in the details of your request on the pop-out window.

You can also visit our Customer Feedback page. This will help you track the status of your product request and get the latest updates from our developers. Updates such as how the recent enhancement made to QBO helps our business owners, like you.

Thanks for dropping by, @HI2023! Please know that the Community forum is always open to assist you again if you have other concerns with QuickBooks.