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CKA
Level 1
posted
‎June 22, 2021 12:29 PM
last updated ‎June 22, 2021 12:31 PM

Sub Accounts in A/R

I have a client (construction company) that would like to separate his A/R into different categories. He wants to see them as "interior" and "exterior" sub accounts, instead of just one A/R. I have no problem creating the accounts, but I cannot save invoices to them. They automatically go to the parent A/R. Journal Entries do nothing but throw off the books and make it impossible to deal with. Any suggestions?

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1 Comment 1
TirzahC
QuickBooks Team
QuickBooks Team
‎June 22, 2021 02:03 PM

Sub Accounts in A/R

Glad you made it here, CKA.

 

Once you create an invoice, QuickBooks will automatically post it under the Accounts Receivable account. In the meantime, you can create a journal entry to move your transactions from the parent to sub-accounts. You can refer to this article for the detailed steps: Create a journal entry in QuickBooks Online

 

As a workaround, to properly track the Account receivable, I'd suggest using Class tracking instead of sub-AR: Get started with class tracking this article provides detailed instructions from the setup process up to creating a budget for each segment

 

I have this link in case you have other questions about QuickBooks Online (QBO): Help Articles.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success. 

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