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Captain_CJ's avatar
Captain_CJ
Contributing User
8 months ago

Account not included in subtotal

I have added a new Equity account in the Retained Earnings section but it is not included in the subtotal for Retained Earnings like other accounts. It is only included in the Grand Total. How do I change the account so it is included.

{I do have another account already setup that is being included but I cannot see anything different to its setup to the one I setup.}

You will see in the screenshot that the offending account is not in line with the other accounts which do get included in the subtotal.

  • Hi Captain_CJ,

     

    Thank you for your post.

     

    To resolve this, you can try adjusting the account number 3-8002 by moving it down a level. This adjustment should allow the account to be summed up with the other accounts and be added to the subtotal. See example below:

     

     

     

    Our Help article, Adding, Editing, and Deleting Accounts, has detailed information to assist with this.

     

    Feel free to create a new post again if you need further assistance.

     

    If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

     

    Cheers,

    Princess

  • Hi Captain_CJ,

     

    Thank you for your post.

     

    To resolve this, you can try adjusting the account number 3-8002 by moving it down a level. This adjustment should allow the account to be summed up with the other accounts and be added to the subtotal. See example below:

     

     

     

    Our Help article, Adding, Editing, and Deleting Accounts, has detailed information to assist with this.

     

    Feel free to create a new post again if you need further assistance.

     

    If my response has answered your inquiry, please click "Accept as Solution" to help other users find this information.

     

    Cheers,

    Princess