cancel
Showing results for 
Search instead for 
Did you mean: 
lmdl14
Level 1

I need to change a sub account to a primary account and not lose my entries

 
9 Comments 9
john-pero
Community Champion

I need to change a sub account to a primary account and not lose my entries

You will not lose any entries that are in the current sub-account. They will no longer appear in the current parent account. To move a sub account to another level open to edit, uncheck This account is a sub account of..." and that should be it

Casey F
Level 1

I need to change a sub account to a primary account and not lose my entries

I have a similar issue... I setup my employees credit cards as a sub account.  Now I figured out how to link the accounts to my banking page.  I was entering them all manually before.  Im afraid if I change the account from a Sub to Primary it will mess with transactions.  Willl that mess with any reconciliation done? 

Catherine_B
QuickBooks Team

I need to change a sub account to a primary account and not lose my entries

I would agree with john-pero, Casey F.

 

Transactions that were manually entered in the sub-account will not affect the posting accounts. You'll just have to uncheck the Is a sub-account option. Let me show you how:

 

  1. Go to the Gear icon and click Chart of accounts.
  2. Look for the sub-account and click the drop-down arrow besides View register. Click Edit.
  3. Uncheck the Is sub-account box.
  4. Click Save and Close.

You can check out these articles that will help you manage your accounts:

 

Feel free to post your questions if you need more help. Take care!

frankfalligant
Level 1

I need to change a sub account to a primary account and not lose my entries

There is no "is a subaccount" box to uncheck.

Maybelle_S
QuickBooks Team

I need to change a sub account to a primary account and not lose my entries

Thanks for joining the thread, @frankfalligant.

 

With the new QuickBooks Online (QBO) updates, we can make the sub-account inactive to remove it from the parent account. I'll guide you on how.

 

  1. Go to the Accounting menu, and then Chart of accounts.
  2. Look for the sub-account and click the View register drop-down arrow.
  3. Select Make inactive.
  4. Click Yes to confirm.

 

Additionally, you can also merge the two accounts. It will move all the data into the one you want to keep and removes the duplicate.

 

I'd also recommend balancing your credit card account every month. It will monitor your expenses and detect errors accordingly: Reconcile your account in QuickBooks Online.

 

Please be back if you have other questions about removing sub-account in QuickBooks. I'm just around to help. Take care always.

acarlton
Level 1

I need to change a sub account to a primary account and not lose my entries

In this new QBO, is there no way to move a sub-account to either a parent account or under a different parent account? I made the account inactive and active and it is still under the old parent account.

DivinaMercy_N
Moderator

I need to change a sub account to a primary account and not lose my entries

The trouble ends here, @acarlton. I'm here to help you move the sub-account to other parent accounts in QuickBooks Online (QBO).

 

Thanks for sharing the steps you've performed as well as the outcome. To further help you with this, let's start in switching the display of your QBO account to Business view. 

 

Once done, go to the Chart of Accounts page to edit the sub-account. Here's how:

 

  1. Navigate to the Gear icon and select Chart of Accounts.
  2. Next, look for the sub-account you need to move and select Edit in the drop down.
  3. Once opened, uncheck the Is sub-account option to unlink it to the old parent account.
  4. To move it to a new parent account, simply check the box and choose the name of the account.
  5. When done, select Save and close.

 

For reference, please visit this article: Learn about the chart of accounts in QuickBooks Online. 

 

I'm just around the corner if you have any other concerns about managing your accounts. Don't hesitate to post again here. Have a good one and keep safe. 

acarlton
Level 1

I need to change a sub account to a primary account and not lose my entries

That worked! Thank you!

MorganB
Content Leader

I need to change a sub account to a primary account and not lose my entries

So glad to hear this worked for you, acarlton.

 

It's always nice to see good results come from help of the Community. You know where to find us if you ever need a hand again in the future. Take care!

Need to get in touch?

Contact us