Set up Account Subheadings
Subheadings make up the structure (or outline) of your Chart of Accounts.
You can define up to four levels of subheadings, which determine the placement of accounts on reports.
Instead of adding accounts directly under one of the major headings, you can create subheadings. With subheadings, you can define and associate groups of accounts.
For example, under Assets, you can create a subheading called Current Assets. You can then add a Checking subheading for your checking accounts and an Investments subheading for any savings accounts, endowments, or other investments.
The view you see in the Chart of Accounts window is the same display that prints on the General Ledger reports. You can also create custom views.
- Under Manage Records, click the Chart of Accounts tab.
- In
the drop-down list, select Add/Edit
Chart of Accounts and click Go
.
- To select a different chart of accounts view, click Change View.
- Select the account heading view that you want to display, and click OK.
- Select the account heading to which you want to assign the subheading.
- To place a heading on the same level as the heading above it, click Add Heading.
- To place a heading below the level of the heading above it, click Add Subheading.
- Enter the Heading Name.
- If applicable, select Subtotal Heading, Omit from Sources and Uses Reports, or Page Break on Heading.
- Click OK.