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August 28, 2020
Question

We occur some problems when we want to create a cash account, there is no subhead option?

  • August 28, 2020
  • 1 reply
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1 reply

August 28, 2020

I'm here to ensure you're able to select the appropriate subhead option when creating a cash account in QuickBooks Online (QBO), @shagufta-hamdard. This way, you can keep your account accurate and manage your transactions accordingly.

 

Based on your description of the issue above, it seems that you're unable to view either the Detail Type or Sub-account field when creating the new cash account. The two mentioned fields above should be available when creating a new account in QBO regardless of what's the type you choose.

 

There are times that the browser is full of frequently accessed pages, thus causing some unusual responses. Let's isolate this by logging into your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:

  • Press Ctrl Shift (Google Chrome)
  • Ctrl Shift (Firefox)
  • Control Option (Safari)

 

Once signed in, go to the Gear icon, then select Chart of Accounts. From there, select the New button to create a cash account. If you're able to select the subhead option in the Account window, return to your default browser and clear its cache and cookies. This is to remove older data which causes viewing and performance issues. However, if the matter persists, I'd recommend using other supported browsers.

 

You can use detail types for your Chart of Accounts to help you create accounts that fit what you want to track. To learn more about how to use them and what makes them different from account types, you can refer to this article: Learn about account detail types on the chart of accounts. It contains answers to the most frequently asked questions about detail and account types.

 

Additionally, QBO creates specific accounts by default when you create your company. If you wish to know which default or special account can be deleted, edited, or merged, kindly refer to this article: Manage default and special accounts in your chart of accounts.

 

Please let me know if you have other concerns. I'm just around to help. Take care always.