Chart of accounts
Sub-accounts
In your Chart of Accounts
, you can create sub-accounts. This allows you to summarize amounts at each account level for better reporting.
Learn by watching
Watch this video on how to create sub-accounts.
Step-by-step instructions
To make an account a sub-account:
- go to your
Chart of Accounts
and find the account. - Under the
Parent account
column, select the parent account. The parent account type must be the same type as the target account.
You can create as many levels of sub-accounts as you want.