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  • QuickBooks Creating Sub Accounts when an account is not found (Trust Accounting)
Best answer

QuickBooks Creating Sub Accounts when an account is not found (Trust Accounting)

  • 11 August 2022
  • 1 reply
  • 19 views
R

Is there a solution to create a sub account when an account is not found?   Quickbooks is mediocre at trust accounting, however it can be done by creating sub accounts under a primary Other Liabilities chart for each client who funds are held in trust.  In order to automate this, a zap would need to create sub accounts that do not yet exist.  

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Best answer by Danvers 12 August 2022, 16:15

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Danvers
Userlevel 7
Badge +12

Hi @RiskyPlan!

That isn’t something that you can currently do with the Zapier QuickBooks integration, sorry about that. 

I can’t see an existing feature request for this, so the best thing to do is to get in touch with our Support Team using the Get Help form so they can take a look and see if this would be possible. 

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