Are you ready to learn how to set up your Sub Accounts in QuickBooks?

Remember your Chart of Accounts reflects directly on your reports.

Think about what you want to see in order to manage and grow your business. 😊

Remember: Chart of Accounts & Reports are Linked Together

  • Go up to “Lists”
  • “Chart of Accounts”
  • Go down to “Account”

You can…

  • New
  • Edit Account
  • Delete Account
  • Make Account Inactive


**It has to be the same type to make it a subcategory of the main category


Creating Sub Account

  • Go up to “Lists”
  • “Chart of Accounts”
  • Go down to “Account”
  • “New”
  • Choose type of category
  • Click “Continue”
  • “Account Name”
  • Checkmark “Subaccount of” **If it’s a subcategory
  • Choose your main category
  • Click “Save & Close”


If you’re curious about “merging,” here’s a how-to video for you:


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Have you been using QuickBooks for a while, but when you pull a report you just don’t understand what it’s saying?

Does the idea of going to see your tax professional sound a little stressful and maybe cause you to feel like you want to pull your hair out?

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  • The most efficient way to track your Income and Expenses.
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  • Where to get the data you need to make the best decisions to grow your business.

And the #1 SECRET to feeling Confident at your next tax appointment.

I’m excited to see you on the workshop!

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Have an amazing day!