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QuickBooks COA Library
Pick an industry and get a chart of accounts with correct QuickBooks Online account types and detail types, parent and sub-accounts, and a file you can import straight into a client’s company.
How it works
- 1
Pick an industry
Choose from 33 templates, from construction to SaaS to nonprofits.
- 2
Review the chart
Drill from categories to parent accounts to sub-accounts, and see which Intuit accounts each one replaces.
- 3
Download
Get the QuickBooks import file, the full chart, JSON, or the Intuit crosswalk.
- 4
Import into QBO
Settings → Import data → Accounts. Parents load before sub-accounts.
What you put in
- Your client’s industry
What you get
- QBO import CSV
- Full chart with detail types
- Crosswalk from Intuit’s industry templates
Who it’s for
CPAs and bookkeepers setting up or standardizing a client’s books.