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Add subaccounts

Why use subaccounts?

Topic goes here

To do this task

  1. Go to the Lists menu and click Chart of Accounts. Shortcut

  2. Click Account at the bottom of the list and click New.

  3. Click the Type drop-down list and choose an account type.

    The account type must be the same as the parent account. For example, if the parent account is an expense account, the subaccount must also be an expense account.

  4. Click Subaccount of and then select the parent account.

    The subaccount inherits the active or inactive status of the parent account.

  5. Enter any additional information that you need to describe the subaccount, such as a description or note.

  6. (For income and expense accounts) Click the Tax Line drop-down list and choose the appropriate tax line or .

    Important: To avoid duplication in your income tax reports, don't assign tax lines to both the parent account and its subaccounts. Assign tax lines only to the subaccounts.

  7. If applicable, enter the starting balance and starting balance date of the account.

  8. Click OK.

See also

11/24/2015 10:12:41 PM
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