How do I add a subcategory? So if I want to label something as a 'Job Expense' or 'Job Expense-XYZ'.
Let me show you the easy steps on how to add a sub-category, wholewatersoluti.
We'll have to add it first like dding a new account in our Chart of Accounts. From there, we can its parent account to be the sub-account (category). Let's make sure that they have the same account and detail type.
Go to the Accounting menu and select Chart of Accounts.
At the upper-right, click New.
Select the correct Account and Detail Type.
In the Name field, we can enter something like Job Expense or if you prefer Job Expense-XYZ.
Check the Is sub-account box and select the parent account from the drop-down.
Enter the rest of the details and click Save and Close.
When we look into the parent account, the sub-category is indented to show that its a sub-account. I have attached a screenshot on how it looks like.