Chart of Accounts Sub Accounts

To remove the sub accounts without losing the transactions, you'll want to merge them back into the master account. This process will combine all transactions from the sub accounts into the master account while still retaining the original data.

Here are the steps to merge sub accounts into the master account:

1. Go to the Chart of Accounts.
2. Locate the sub accounts you want to merge into the master account.
3. Click on the drop-down arrow beside the sub account and select Edit.
4. Change the name of the sub account to the name of the master account.
5. Click on Save and Close.
6. QuickBooks will prompt you to confirm the merge. Click on Yes to continue.

Once you complete these steps, the transactions from the sub accounts will be merged into the master account. You can also delete the sub accounts if you no longer need them.

Note that merging sub accounts into the master account will not affect the balances of your credit card accounts. The balances will remain the same.

We do monthly bookkeeping for you.