Creating subaccounts

jwilcox891 · ‎October 21, 2020

I am trying to set up a new subaccount within my charge of accounts for my Quickbooks Desktop 2020 program. Everything goes well until I try to click the checkbox on the dialog box to indicate that this new account is a subaccount of another account. I can see the checkbox, but it is greyed out and I cannot select it.

I noticed that is is true regardless of the account type that I choose.

What am I doing wroing?

MaryLurleenM · ‎October 21, 2020

You might not have the access to create a sub-account, jwilcox891.

There are restrictions on user access. You'll want to check with the Master Admin to review your access and add the option to create sub=accounts. However, if you're the Master Admin, let's perform this troubleshooting to resolve this error.

Let's use the Rebuild Data tool that can resolve minor and common data issues. Here's how:

Go to the File menu, then click Utilities.
Select Rebuild Data.
Click OK, then follow the onscreen steps to save a backup.
Let the tool repair your file. It may take some time. QuickBooks may seem stuck, but as long as you can move your mouse, the tool is working.
When the tool finishes, select OK.
Go to the File menu. Then hover over Utilities and select Verify Data.
Let the tool check your file for data issues.

If QuickBooks doesn't find any problems, select OK. If QuickBooks finds an issue with your company file, select Rebuild Now.

Then, go back to the Chart of Accounts and create a sub-account to check if that works.

If there's anything else I can help with, you can leave a reply.

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