Excel library and CSV files
Chart of Accounts and QuickBooks Import Pack: Eleven Industry Charts as Excel and CSV Files
Start your books with an account list built for your type of business, instead of the generic default, and compare it with the accounts you already have.
$24 one time · 14-day full refund · example and blank copies · download link by email
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Browse the storeWho it is for
New business owners setting up books, bookkeepers who start many clients, and anyone cleaning up an account list that grew by accident.
Not the right fit if
Your books already have a clean chart of accounts, or you need a guaranteed QuickBooks import: it hasn't been tested live.
Why it is different
- Each account has a plain description of what belongs in it, including the tricky ones such as sales tax payable, owner draws and loan principal versus interest.
- The Compare tab shows what your current list is missing.
- It is open about its limits: it was not tested against a live QuickBooks account, and it lists the type pairs most likely to need a nudge.
What is inside
- Start Here. How to choose a chart and what the pack is not.
- How accounts work. A plain-English guide to assets, liabilities, equity, income, cost of goods sold and expenses, and the account types QuickBooks Online uses.
- Eleven industry charts. Service business, contractor, retail and e-commerce, restaurant, real estate agent, rental landlord, notary and signing agent, nonprofit, Etsy seller, gig driver and professional practice, each with 45 to 70 numbered accounts and a description of what goes in each.
- Compare. Paste the account names you use now and see which recommended accounts you are missing.
- QuickBooks import CSVs. One CSV per industry in QuickBooks Online's import layout, with step-by-step notes and a list of the account type pairs we are least sure about.
Get it
Chart of Accounts and QuickBooks Import Pack
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Delivered as a zip with a filled example and a blank copy. Built for Excel, tested in LibreOffice; it should open in Google Sheets but not every feature is tested there. For one business, your own use. General information, not accounting, tax or legal advice. A starting point, not accounting or tax advice. Have your accountant review it. Not tested against a live QuickBooks account: QuickBooks may rename account types or change its import, and a few types may need choosing by hand. Import into a new or clean file and check for duplicates first. Not affiliated with or endorsed by Intuit. Tax-line hints are general notes to confirm with a tax professional. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What do I get and how is it delivered?
A zip with an Excel library of eleven charts of accounts, a folder of eleven CSV import files, a how-to-import guide and validation notes. The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
Built for Excel and tested in LibreOffice, which runs on Mac and Windows; it should open in Google Sheets, but not every feature is tested there. The CSV files open in any spreadsheet and were not tested against a live QuickBooks account. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
A starting point, not accounting or tax advice. Have your accountant review it.
Is it the right fit for me?
It is made for new business owners setting up books, bookkeepers who start many clients, and anyone cleaning up an account list that grew by accident. Skip it if your books already have a clean chart of accounts, or you need a guaranteed QuickBooks import: it hasn't been tested live.
Read the book
Bookkeeping Fundamentals
A college-level bookkeeping course, without the tuition. By Matthew Colt, $9.99 as an ebook (EPUB and PDF).
Rather hand it off?
We can keep the books for you each month
If tracking this yourself is more than you want to take on, we do monthly bookkeeping in QuickBooks, Xero or Excel. Tell us what you use and what is behind, and we reply with a written quote after a short review of your books. No obligation.
Get a bookkeeping quote Free books health checkPrefer to keep it yourself but want a hand getting started? Book a 45 minute setup session ($65).
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