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R
Ruff21040
March 15, 2023
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Chart ot Accounts

  • March 15, 2023
  • 1 reply
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I'm using QBO

I would like to run a report of our entire g/l accounts that will show the parent account of each sub-account.

 

Or is there some way when I open the Chart of Accounts window to show the parent accounts on the screen for each sub-account?

 

April

Best answer by DivinaMercy_N

Hello there, @Ruff21040. I want to ensure you'll be able to run a report to see your parent and sub-accounts in QuickBooks Online (QBO).

 

In the Chart of Accounts of your QBO, you can easily identify the parent account and its sub-accounts. Please see the screenshot below for a visual guide:

 

 

For more information, check out this article: About bank or credit card subaccount setup. 

 

On the other hand, you can also run the Account List report and filter the data to show all parents as well as their sub-accounts. Here's how:

 

  1. Navigate to the Reports menu and search for Account List.
  2. Once opened, select the Customize button to add or remove filters and columns.
  3. When done, select Run report.
  4. In the report, you'll see a colon (:) sign for the accounts that are assigned as sub-account. See the snip below for reference:

I'll include this helpful resource that you can read to get more information about the account and detail types in QBO: Learn about account types and detail types in QuickBooks Online.

 

I'm always here ready to lend a hand if you have any other concerns managing your accounts in QuickBooks. Have a good one and stay safe. 

1 reply

DivinaMercy_N
DivinaMercy_NAnswer
March 15, 2023

Hello there, @Ruff21040. I want to ensure you'll be able to run a report to see your parent and sub-accounts in QuickBooks Online (QBO).

 

In the Chart of Accounts of your QBO, you can easily identify the parent account and its sub-accounts. Please see the screenshot below for a visual guide:

 

 

For more information, check out this article: About bank or credit card subaccount setup. 

 

On the other hand, you can also run the Account List report and filter the data to show all parents as well as their sub-accounts. Here's how:

 

  1. Navigate to the Reports menu and search for Account List.
  2. Once opened, select the Customize button to add or remove filters and columns.
  3. When done, select Run report.
  4. In the report, you'll see a colon (:) sign for the accounts that are assigned as sub-account. See the snip below for reference:

I'll include this helpful resource that you can read to get more information about the account and detail types in QBO: Learn about account types and detail types in QuickBooks Online.

 

I'm always here ready to lend a hand if you have any other concerns managing your accounts in QuickBooks. Have a good one and stay safe. 

    R
    Ruff21040Author
    March 16, 2023

    Thank you for your help.

     

    Have a blessed day.

    JaeAnnC
    JaeAnnC
    March 16, 2023

    Thanks for the update, @Ruff21040.
     

    We're glad to hear that the steps provided by my colleague, @DivinaMercy_N, were able to help you run a report for your entire General Ledger accounts.
     

    If you have other QuickBooks-related concerns, please don't hesitate to visit us again in the Community. We'd love to help you again. Stay safe, and have a great day ahead!

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