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Replying to:
Rasa-LilaM
QuickBooks Team

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Welcome back to the Community, hisavita-clearnexu.


I appreciate adding more details about your concern. We’ll have to go to the Chart of Accounts to edit the account. Let me help make sure the process is a breeze for you.

 

  1. In your company, tap the Accounting menu on the left panel and choose Chart of Accounts.
  2. From the list, pick the account you’re working on and hit the View register drop-down to select Edit.qbo coa.png
  3. In the Account screen, tick the box for Is sub-account and select the parent account from the drop-down.qbo coa.1.png
  4. Click Save and Close to keep the changes.

 

Let me share this article for more insights into this process. It includes instructions on how to switch an account to a sub-account status: How to change the type of an existing parent account or subaccount.


Additionally, this link contains topics about banking. From there, you’ll find articles that will guide you on how to manage any banking activities in QBO.


Don't hesitate to leave a comment below if you have other concerns. I’m more than happy to answer them for you. Enjoy the rest of the day.

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