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.
Here's how:
- 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.
We can read through this article on how the parent and sub-account works.
Reach out to me if you need anything else. Thanks!