How to Nest Accounts in COUNT

Nesting accounts in COUNT allows you to organize your Chart of Accounts (CoA) into a clear hierarchy. Instead of having all accounts listed at the same level, you can create sub-accounts under a parent account. This makes financial reports easier to read and ensures related accounts are grouped together.

Creating a Sub-Account

1. Go to Accounting from the left-hand menu.
2. Open the Chart of Accounts. 
3. Click Add Account (or edit an existing account).
4. In the modal window, check the box This is a sub-account.
5. Select the Parent Account from the dropdown. (The parent account is the higher-level category under which your new account will be grouped).
6. Fill out the remaining required fields (Account Type, Sub-Type, and Account Name).
7. Click Create to save.

Editing a Sub-Account

If you need to update an existing account:

1. Open the account from the Chart of Accounts.
2. Click Edit.
3. Check or uncheck This is a sub-account depending on whether you want to nest it.
4. Choose or change the Parent Account.
5. Save your changes.

Why Nest Accounts?

Nesting accounts provides structure and clarity in your financial records:

• Organized reporting → For example, you can have a parent account Utilities and sub-accounts for Electricity, Internet. Reports will show totals for Utilities while also breaking down each sub-account.
• Easier tracking → Grouping related transactions together helps you monitor spending and revenue more precisely.
• Scalable structure → As your business grows, nested accounts help you expand without cluttering your CoA.
• Cleaner financial statements → Sub-accounts roll up into parent accounts, so your Profit & Loss or Balance Sheet remains easy to read.

Examples of Nested Accounts

Nesting accounts provides structure and clarity in your financial records:

• Operating Expenses

• Rent

• Utilities

○ Water

○ Internet

○ Electricity

• Revenue

• Product Sales

• Service Income

• Assets

• Bank Accounts

○ Checking Account

○ Savings Account

FAQs

What does nesting mean?

Nesting simply means placing one account under another (a parent account). The sub-account inherits its category but can still be tracked separately.

Can I move a sub-account back to a parent account?

Yes. Edit the account and uncheck This is a sub-account. It will then appear at the top level of your Chart of Accounts.

Do totals roll up automatically?

Yes. Transactions recorded in sub-accounts automatically roll up into the parent account for reporting purposes.

Is there a limit to nesting levels?

COUNT typically supports two levels (parent and sub-account). For clarity and clean reporting, it’s best to avoid creating too many layers.

Updated on: 07/10/2025