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Sublevels for items, accounts, and customer:jobs in QuickBooks Desktop

The article describes sub-levels in QuickBooks and its limitation.

Detailed information

Note: This method works for all lists that have sub-levels, except for the Customer:Job list/Customer Center and Vendor List/Vendor Center.

 

Edit a list entry to make it a sub-entry

  1. From the Lists menu, choose the desired list.
  2. Right-click the list entry and click Edit.
  3. Put a check to the Subaccount box.
  4. Click the drop down menu to select the desired account.

Use the List/Center to make a list entry a sub-entry

  1. Click the diamond in the top left of the list to place the list in its original order.
  2. Click and hold the left mouse button on the the diamond next to the list entry you wish to make a sub-entry.
  3. Drag the list entry up or down the list to place it under the desired name of which it will be a sub-entry.
  4. Release the left mouse.
  5. Click and hold the left mouse button again on the diamond for the entry you moved.
  6. Drag the diamond to the right to make the name a sub-entry.
  7. Release the left mouse button.
  8. The entry moved and dragged to the right will now be indented which indicates it is now a sub-entry.
Maximum number of sublevels for items, accounts, and customer:jobs in QuickBooks

QuickBooks can create up to five sublevels of items, accounts, and customer:jobs.

If you try to exceed this limitation, you will receive one of the following warning messages:

  • This item cannot be used here. It will create too many levels of items. QuickBooks allows five levels of items.
  • This account cannot be used here. It will create too many levels of accounts. QuickBooks allows five levels of accounts.
  • The Job cannot be a subjob. QuickBooks allows five levels of customers and jobs.
  • This job cannot have subjobs. QuickBooks allows four levels of jobs.
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KB ID# INF12503
8/24/2016 6:54:50 AM
PPRDQSSWS404 9132 Pro 2016 dc4f99