How to Add a Sub Account in QuickBooks Online? Your Comprehensive Guide

In the realm of efficient financial management, QuickBooks Online stands as a powerful tool, providing businesses with the capability to streamline their accounting processes. One significant feature that QuickBooks Online offers is the ability to create sub-accounts, facilitating a more detailed and organized financial structure. In this guide, we will walk you through the step-by-step process of adding a sub-account in QuickBooks Online, ensuring that you can harness the full potential of this indispensable accounting platform.

Step 1: Login to QuickBooks Online

Begin by logging into your QuickBooks Online account with your credentials. Once logged in, navigate to the dashboard to access the main menu.

Step 2: Access Chart of Accounts

Locate and click on the 'Accounting' tab in the main menu. From the drop-down menu, select 'Chart of Accounts.' This is the central hub for managing your accounts.

Step 3: Choose the Parent Account

Identify the parent account to which you want to add a sub-account. Click on the account to highlight it.

Step 4: Add a Sub Account

Look for the "New" button, usually located near the top-right corner of the Chart of Accounts page. Click on it, and a dropdown menu will appear. Choose 'Sub-account.'

Step 5: Fill in Sub-account Details

A new window will pop up, prompting you to fill in the necessary information for the sub-account. Provide a unique name for the sub-account, specify the account type, and link it to the parent account. You may also add a description for better clarity.

Step 6: Save the Sub Account

Once all details are filled, click on the 'Save and Close' button to finalize the addition of the sub-account. QuickBooks Online will update the Chart of Accounts, and your new sub-account will be seamlessly integrated.

Step 7: Verify the Sub Account

Return to the Chart of Accounts to ensure that the sub-account has been successfully added. You should see it listed under the respective parent account.


Congratulations! You have successfully added a sub-account in QuickBooks Online, enhancing your ability to manage your finances with precision and detail. By following these straightforward steps, you can create a well-organized financial structure that aligns with your business needs.

Utilize the power of sub-accounts in QuickBooks Online to gain deeper insights into your financial data and streamline your accounting processes. Start enhancing your financial management today!

Ready to streamline your finances and take control of your business? Contact us today our team of QuickBooks experts lets us handle your bookkeeping and accounting needs with precision and expertise. Don't wait, take the first step towards financial clarity and success – reach out to us now!

Custom Accounting Solutions For Your Small Business

Contact Us Today