All CPA tools
Coming soon
COA Health Check
Paste or upload a chart of accounts and get a ranked list of problems: wrong detail types, missing core accounts, duplicates, and an Opening Balance Equity that never cleared.
How it works
- 1
Paste or upload
Export the chart from QuickBooks and drop it in.
- 2
Run the checks
Each account is tested against QBO’s type rules and a standard chart.
- 3
See the flags
Issues are grouped by severity, with the accounts involved.
- 4
Get the fix list
Download the recommended changes to review with the client.
What you put in
- A chart of accounts export (CSV or Excel)
What you get
- Issue report by severity
- Recommended fixes
Who it’s for
Anyone inheriting a client’s books and deciding how much cleanup they need.
Coming soon
This tool is in development. It builds on the QuickBooks COA Library, which you can use today.
See the COA Library