Set-up and creating data files > Chart of accounts > Adding a subaccount to the chart of accounts

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Adding a subaccount to the chart of accounts

You need to create a primary account before you can add a subaccount. 

To add a primary account to the chart of accounts: 

  1. Select Chart of Accounts from the Setup menu. The Chart of Accounts dialogue box appears.
  2. Select the appropriate account category tab (Asset, Liability, Equity, Income or Expense) to display all accounts in that account number range.
  3. Click Add. The Add Account dialogue box appears.
  4. Choose Primary from the Account class drop-down menu and click Create Account.
  5. Enter the account description and click Save.
  6. Repeat steps 3 to 5, choosing Subaccount in Step 4, to add subaccounts to your primary account.

Last updated on August 23, 2016 by FCC AgExpert