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ESGordon
Level 1

New Sub-Account not Showing up under Correct Parent Account

We just upgraded to the newest edition of QuickBooks from QB2008.  When I try to open a new Current Liability sub-account, it is showing up under a different parent account than the one I select.  I am trying to set up a sub-account under Client Retainers and it is showing up under Payroll Liabilities.  I never had this problem with the older version of QB.  Thank you for your assistance.

7 Comments
Maybelle_S
QuickBooks Team

New Sub-Account not Showing up under Correct Parent Account

Hello there, @ESGordon.

 

Thank you for joining the Community. Allow me to help to show your sub-account into the correct parent account.

 

You can move your sub-account to the correct parent account. Here's how:

  1. Go to the Accountant menu.
  2. Select Chart of Accounts.
  3. From the Chart of Accounts window, choose the specific sub-account and hover over beside the account number, you can see an arrow, then right-click on your mouse and drag it to the correct parent account.

Feel free to read this article in understanding the chart of accounts: Understand the chart of account in QuickBooks.

 

Don't hesitate to add a comment below if you need further assistance. Have a great day.

ESGordon
Level 1

New Sub-Account not Showing up under Correct Parent Account

Thank you, Maybelle S!  Doing that once or twice seems to have "taught" QuickBooks to set up subsequent sub-accounts in the correct place.

ESGordon
Level 1

New Sub-Account not Showing up under Correct Parent Account

Thank you, Maybelle S!  Once I did this a couple times, QuickBooks seemed to "learn" to set up subsequent new accounts correctly.

CIndyLuB
Level 1

New Sub-Account not Showing up under Correct Parent Account

The fix given-to use the accountant tool or menu-does not work for me.  I can't find the accountant view/tool/menu anywhere.

 

I tried the QuickBooks Desktop Fixer-Didn't find anything to fix.

 

I set up a new Parent Account, reassigned the sub accounts, and deleted the old Parent account.  Some of the sub-accounts still show up in the wrong Parent account.

MirriamM
Moderator

New Sub-Account not Showing up under Correct Parent Account

Thanks for joining the thread, CIndyLuB.

 

The Accountant Center gives easy access to the QuickBooks features that accountants use most. Thus, the Accountant toolbox will show in your client's accountant if you're logged in as the Accountant user. 

 

This time to have the sub-account be posted to its correct Parent account, let's try editing it. Here's how:

 

  1. Go to Lists menu at the top menu.
  2. Pick Chart of Accounts.
  3. Right-click the account that you want to edit.
  4. Choose Edit Account, then make the necessary changes.
  5. Hit Save & Close.

As always, visit our QuickBooks Community help website for reference for tips and related articles in the future: QBDT Self-help.

 

Please post again in the Community if you have additional concerns. I'm here to keep helping. Take care!

CIndyLuB
Level 1

New Sub-Account not Showing up under Correct Parent Account

This does not work.

MariaSoledadG
QuickBooks Team

New Sub-Account not Showing up under Correct Parent Account

Hi, CIndyLuB.

 

You'll want to resort item list in QuickBooks Desktop to repair damaged list and put them back to its default order. Let me guide you on how.

  1. Open the Item or Class list.
  2. Go to Edit at the top left of QuickBooks.
  3. Select Re-sort List.
  4. Select OK on the Are you sure you want to return this list to its original order? prompt.

Then, you can close and re-open your company file after resorting it.

 

You'll also want to toggle your sub-account and change it to parent account. Here's how:

  1. Click List on the upper menu.
  2. Select Chart of Accounts.
  3. Select the sub-account, right click and choose Edit Account.
  4. Uncheck the Subaccount box.
  5. Click Save & Close.

Next, perform the steps again by changing the account to sub account.

 

For future reference, you can also run and customize reports in QuickBooks: Customize Reports in QuickBooks Desktop.

 

Please touch base with us if you need further assistance. I'll be right here to help.

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