Sub-Accounts*

Written by Dana Kinsey

Last published at: May 1st, 2019

You can set up a Sub-account for any existing Account in the system. You cannot create a Sub-account for another Sub-account. This means you can only go one level deep with your sub-accounts. 

  • Go to Accounts from the Home page
  • From Accounts, select the ID # of the Account you wish to add a sub-account to
  • Select Add Subaccount from the left-hand menu
  • Enter a new SubAccount number (usually a small increment above the original Account)


  • Type a new Name
  • Enter a Description that distinguishes the Sub-Account from the Account
  • Choose the Create button to create the new Sub-Account

When completing financial reports the sub account will be rolled up and reported with the main account.