COA - Setting up Sub-accounts

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When creating a ledger account, you have the option to set that account as a sub-account. You can do that by checking the Make this a sub-account checkbox. This will help you to organize your ledger accounts as parent and child accounts

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Note: This option is available for all account types except:
  • Bank
  • Inventory
  • Payment Clearing
  • Trust
  • Credit Card
  • Trust Liability

When you check the Make this a sub-account checkbox, you will see a new Parent Account field. 

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The Parent Account field will let you choose from all existing accounts of the selected account type, in this case Income. Some of the accounts are displayed as a bulleted list in the dropdown, this means these accounts are sub-accounts. 

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Once you have filled out the required fields, click Create

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You will see the sub-accounts listed under the parent account on the Chart of Accounts page. 

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You can also do this via an import. You can read more about it at: Import Chart of Accounts.

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