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August 13, 2025
Question

How can I change a bank account in the registry to a sub-account?

  • August 13, 2025
  • 1 reply
  • 12 views

I have a client account that needs to be changed to a sub-account of my trust account.

1 reply

Moderator
August 13, 2025

You can convert the bank account to a sub-account by editing it in the Chart of accounts, ram16.

 

Here’s how:

 

  1. Go to the Gear icon, then Chart of accounts.
  2. Locate the account you want to edit.
  3. Click the dropdown beside View register, then select Edit.
  4. Tick the Make this a subaccount box.
  5. Choose the trust account as the parent account.
  6. Hit Save.

 

For more details, visit this article: Create subaccounts in your chart of accounts.

 

If you have further concerns, don’t hesitate to drop a comment below.