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.