How to set up Sub Accounts in QuickBooks

Learn how to set up Sub Accounts in QuickBooks.

Are you ready to learn how to set up your Sub Accounts in QuickBooks?

Remember your Chart of Accounts reflects directly on your reports.

Think about what you want to see in order to manage and grow your business. 😊

Remember your Chart of Accounts reflects directly on your reports. Think about what you want to see, to manage and grow your business.

Curious about "merging accounts" canduskampfer.com/how-to-merge-vendors-with-sim…


➡️ Remember: Chart of Accounts & Reports are Linked Together

Go up to “Lists”
“Chart of Accounts”
Go down to “Account”
You can…

New
Edit Account
Delete Account
Make Account Inactive


**It has to be the same type to make it a subcategory of the main category


➡️ Creating Sub Account

Go up to “Lists”
“Chart of Accounts”
Go down to “Account”
“New”
Choose type of category
Click “Continue”
“Account Name”
Checkmark “Subaccount of” **If it’s a subcategory
Choose your main category
Click “Save & Close”



Timestamps:

0:00 - Intro
0:18 - Reports & Chart of Accounts
1:35 - Dash other explained
2:55 - Benefit of creating subaccounts
3:52 - How Chart of Accounts work?
5:16 - Adding new category
8:35 - Final Thoughts



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