How do I create a sub account

Hello there, Linda Gall. 

We acknowledge the importance of sub-accounts in managing business. I'm here to assist. 

You can create a new sub-account through these steps:

1. Go to the gear icon ⚙️.
2. Under Your Company menu, select Chart of Accounts.
3. Click the colored green New button.
4. Next, you'll either see the New Account panel or the New Category panel.
5. Fill in the needed details according to your needs:
   • Account Type
   • Tax Form 
   • Account name 
   • Description (optional)
   • If you choose Bank, Asset, Credit card, Liabilities, or Equity account, please make sure that these accounts match your actual bank/credit card details. 
   • Starting date & Opening Balance 
   • Account Balance.
6. Once everything's set, Save. 

Moreover, you can check these articles to better guide you in setting up your QBO Chart of Accounts:

• Import your chart of accounts to QuickBooks Online.
• Use account numbers in your chart of accounts in QuickBooks Online

Don't hesitate to contact us again for further assistance, if you have any.

We're always here to help. Stay safe and enjoy the rest of the day.