Skip to main content
J
jennifervincent_aimpa
December 14, 2023
Question

Adding new accounts

  • December 14, 2023
  • 1 reply
  • 0 views

Good morning.  Is there a way to add multiple new accounts?  We want to add 5 sub accounts under one parent, but I need to do this for 8 parent accounts.  Thank you!

1 reply

Tori B
Tori B
December 14, 2023

Hi there, @jennifervincent_aimpa. 

 

Thanks for reaching out to the QuickBooks Community. I hope you're having a great day so far. 

 

You can create up to five subaccounts for each parent account in QuickBooks Online. I'm including some steps below to help walk you through the process. 

 

  1. In the Account Type ▼ dropdown, select the account type.
  2. In the Detail Type ▼ dropdown, choose the detail type.
  3. Enter the name of the account, then add a description.
  4. Click on the Is sub-account checkbox, then enter the parent account in the Enter parent account ▼ dropdown.
  5. Tap on the start date of your opening balance in the ▼ dropdown. Then, enter your opening balance in the Account balance field.
  6. Select Save and Close.

 

That should do the trick. For additional details about this process, check out Create subaccounts in QuickBooks Online.

 

Please don't hesitate to let me know if you have any additional questions or concerns that I can assist you with. Take care and have a wonderful day! 

Terms & ConditionsAccessibility statement