All CPA tools
Coming soon
COA Loader
Connect a client’s QuickBooks Online company, choose a template, and review exactly what will change before anything is written. Every risky change is flagged with the account’s balance and activity.
How it works
- 1
Connect QuickBooks
Sign in to the client’s QuickBooks Online through Intuit’s secure screen.
- 2
Choose a template
Pick an industry chart; the tool maps the existing accounts to it.
- 3
Review the dry run
See every create, rename and merge, rated green, yellow or red by balance and activity.
- 4
Approve and load
Only approved changes are written, parents first, with no duplicates.
What you put in
- A QuickBooks Online company
- A template from the COA Library
What you get
- Updated chart of accounts
- Change log you can back out from
Who it’s for
Firms onboarding new clients or cleaning up existing QuickBooks files.
Coming soon
This tool is in development. It builds on the QuickBooks COA Library, which you can use today.
See the COA Library