SST
Level 2

Banking

So that is where I'm a little confused/concern.  The parent account which is my account"Chase CC" chart of account that I have been using for years and have been using for reconciled transactions is not syncing Emp 1 transaction over.  So it looks like it is going to be a individual.  

 

Since, it is an individual and all my reconciled data for the past 3 years have been done using the "Chase CC" chart of accounts.  So I should continue to use "Chase CC" for me and make it a sub-account to a new chart of accounts named "Chase CC Master".  Then the new employee, I should create "Chase Emp 1" CC chart of accounts and tag it as a sub to "Chase CC Master"

 

Under Banking use:

Me = Chase CC

New employee = Chase Emp1

 

This way I won't lose my reconciled data, right?