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ksenia-k-voropae
Level 1

How do I add existing account to sub-account? Not seeing this option.

This knowledge base article says that it's possible, however I'm not seeing the option to enter the parent account on my end, for an existing account.
3 Comments 3
Angelyn_T
QuickBooks Team

How do I add existing account to sub-account? Not seeing this option.

I appreciate your interest in modifying your existing accounts in our system, Ksenia. Allow me to guide you through the process today.

 

You can easily add an existing account to a sub-account with just a few clicks. To start:

 

  1. Open QuickBooks in Business view.
  2. Go to your Chart of Accounts, then look for your existing account.
  3. Select Edit under Action.
  4. Mark the Is sub-account box, then select or enter the parent account from the field provided.
  5. Fill in the other details, then Save and Close.

 

You can explore the details provided in these links for more tips while setting up your accounts in our system:

 

 

If you need help with linking your accounts to QuickBooks in the future for online banking connection, check out the details from these materials as your guide:

 

 

Let me know if you have follow-up questions while managing your accounts in QuickBooks Online. I'm more than happy to help you again. Have a good one!

ksenia-k-voropae
Level 1

How do I add existing account to sub-account? Not seeing this option.

That worked thank you! Don't realize switching to Business View would make the difference. 

ZackE
Moderator

How do I add existing account to sub-account? Not seeing this option.

Thanks for following up with the Community, ksenia-k-voropae.
 

I'm happy to hear Angelyn_T was able to help with adding an existing account to a sub-account.
 

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.
 

Please feel welcome to send a reply here or create a new thread if there's ever any questions. The Community's always here to help. Have an awesome day!

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