ACH Universal - Advanced Topics > Accounting System Integration > Create a sub-account
How to create a sub-account. The example illustrates QuickBooks 2006, but the process can be used with any accounting package.
For this example we'll assume there are two bank accounts within your QuickBooks company:
Checking
Petty Cash
Create a sub-account for 'Checking'.
From the QuickBooks main menu select ‘Lists’, then ‘Chart of Accounts’. Again from the QuickBooks main menu select ‘Edit’, then ‘New Account’.
Fill in the New account Window as below, and click 'OK.
Notes:
--For this example, we called the new account 'ACH Transmissions' - you may name it whatever you want.
--Don't forget to check the 'sub-account of' box.
--If your accounting package does not support sub-accounts, create a 'regular' bank account.
Page url: http://www.treasurysoftware.com/TSHelp/index.html?quickbooks___account_create_ac.htm