Showing results for 
Search instead for 
Did you mean: 
Get your Payroll questions answered by a QuickBooks Product Manager here -

Create subaccounts in your chart of accounts in QuickBooks Online

Learn how to create subaccounts to keep your chart of accounts organised.

In QuickBooks Online, you can create subaccounts to break down your expenses, income, and more into greater detail. For example, you can divide your utilities account into subaccounts, so you can track different types of utility payments, like gas, telephone, water, and so on.

You can create subaccounts of any main (or “parent”) account. Use them to keep your chart of accounts organised and make more detailed reports. Here's how.

Create a new subaccount

Follow the steps below to add a subaccount under an existing account. You can also create a new parent account first if you need to.

  1. Go to Settings ⚙ and select Chart of Accounts.
  2. Select New.
  3. Select the account type and detail type. You can learn more about account types and detail types if you have questions.
  4. Select Is sub-account and then enter the parent account.
  5. Give your new subaccount a name. You can also add a description.
  6. Select an When do you want to start tracking your finances from this account in QuickBooks option
  7. For the as of date, tell QuickBooks when you want your account to start. Then add the Balance in the account as of the date you choose.
  8. Select a Default Tax Code.Select a Default VAT CodeNote: Only some account types need this, like bank, credit card, asset, and liability. If you need help, you can learn more about opening balances.
  9. Select Save and Close.

Change an existing account into a subaccount

You can turn an existing account into a subaccount.

  1. Go to Settings ⚙ and select Chart of Accounts.
  2. Find the account and select the small arrow ▼ in the action column. Then select Edit.
  3. Select Is sub-account and then enter the parent account.
  4. Select Save and Close.

Learn more ways to organise your accounts

Here are other things you can do to keep your accounts in order:

Was this helpful?

You must sign in to vote, reply, or post

Need to get in touch?

Contact us