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Create subaccounts in your chart of accounts

by Intuit•448• Updated about 11 hours ago

Learn how to create subaccounts in your chart of accounts in QuickBooks Online.

This helps you keep your chart of accounts organized and create more detailed reports.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view Open this link in a new window

Create a new subaccount

In QuickBooks Online, you can create a subaccount under a parent account. This lets you break down your income, expenses, and other account types.

Note: You can create up to five subaccounts under one parent account.

Here’s how to get started:

  1. Go to All apps A bunch of numbers and letters on a tile wall., then Accounting, then Chart of accounts (Take me there).
  2. Select New.
  3. Enter an Account name. 
  4. Select an Account type, and then choose the Detail type from the dropdowns.
    Find out more about detail types.
  5. Check Make this a subaccount, then choose the Parent account it should be under.
    Find out more about parent accounts and subaccounts.
  6. If you choose a Bank, Assets, Credit card, Liabilities, or Equity account, enter Opening Balance, and fill out the starting date in the As of field.
  7. (Optional) Add a Description to add extra information about this account. 
  8. Select Save. 

Change an existing account into a subaccount

  1. Go to All apps A bunch of numbers and letters on a tile wall., then Accounting, then Chart of accounts (Take me there).
  2. Find the account you want to edit. 
  3. In the Action column, select the View register menuâ–Ľ. Then, select Edit.
  4. Check Make this a subaccount, then choose the Parent account it should be under.
  5. Select Save.

Learn more about organizing your accounts

Here are other things you can do to keep your chart of accounts in order:

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