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Setting up subaccounts in my personal expenses

I am trying to set up some sub accounts.

1 Comment
QuickBooks Team

Re: Setting up subaccounts in my personal expenses

Hi there, @Neile.


I got you covered with setting up sub-accounts for your personal expenses in QuickBooks Desktop. Let's get this started.


To add sub account to you'll need to add a new account and set this as a sub-account to your desired account. 


Here's how:

  1. Click on Accountant.
  2. Select on Chart of Accounts.
  3. Click on the drop-down button beside Account.
  4. Choose New.
  5. Select the account type.
  6. Click on Continue.
  7. Enter the Account Name.
  8. Put a check-mark on the Subaccount of box.
  9. Enter the name of the parent account.
  10. Click on Save & Close.

You may check out the screenshots below to guide you through the steps:

sub1.PNG sub2.1.PNG sub2.PNG


For more details about this procedure, you may refer to this link: Create, edit or delete account in QuickBooks.


Also, here's a great article that you can read through about the Chart of Account for your future reference. 


There you have it, Neile.


Keep me posted how it goes. I'll be around to provide further assistance if you have any concerns. Enjoy your weekend!