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I'm adding a sub-account, for a meal business.
I found those steps:
- Click the Gear icon in the located in the upper-right corner.
- Below Your Company, click Chart of Accounts.
- Click New.
- Below Account Type, select Expenses.
- Below Detail Type, choose the detail type.
- Enter a name.
- Put a check mark beside Is sub-account.
- Click Save and Close.
But, When I click save and close, I can't bc I have to choose a sub-account. (see attached, part in red)
So, I'm confused, what do I have to choose ?
Thanks in advance
Hello, @KarinaJ.
Thank you for the screenshot you've added. I'm here to ease your confusion today by sharing the steps on how to add your sub-account successfully.
From the Is sub-account drop-down, you can select an expense account or the parent account where you want to add this sub-account you'll be setting up. If you're still having difficulties saving the account, I recommend trying the steps using a private window to check if it's a browser issue or not.
To save you time, use either of these keyboard shortcuts:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox: Ctrl + Shift + P
- Safari: Command + Shift + N
If it works, you'll need to go back to your original browser and clear its cache to start fresh. If you get the same result while using an incognito/private browser, I recommend switching to a different browser.
To learn more about organizing your chart of accounts, feel free to read the details from this link: Create subaccounts in your chart of accounts in QuickBooks Online.
If you want to start reconciling your account in the future, you can also open this article as your reference: How to Reconcile an Account in QuickBooks Online.
I'll be right here to continue helping if you have any other questions. Just leave a comment below. Wishing you a good one!
