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Chart of Accounts for Accounting Firms — QB Template Chart of Accounts
50 accounts · QBO-ready CSV
QuickBooks-ready chart of accounts for accounting firms businesses. 50 accounts.
⬇️ Download CSV TemplateHow to Import into QuickBooks Online
1
Download the CSV file above
2
In QBO, go to Settings (⚙️) → Import Data → Chart of Accounts
3
Click Browse, select the CSV file, then click Next
4
Map the columns: Account Number, Account Name, Type, Detail Type
5
Click Import — done in under 2 minutes
All 50 Accounts
Bank (2)
| Number | Account Name |
|---|---|
| 1000 | Business Checking |
| 1001 | Business Savings |
Accounts Receivable (1)
| Number | Account Name |
|---|---|
| 1002 | Accounts Receivable |
Accounts Payable (1)
| Number | Account Name |
|---|---|
| 1009 | Accounts Payable |
Credit Card (1)
| Number | Account Name |
|---|---|
| 1010 | Credit Card Payable |
Equity (4)
| Number | Account Name |
|---|---|
| 1016 | Partner Equity — Partner A |
| 1017 | Partner Equity — Partner B |
| 1018 | Partner Draws |
| 1019 | Retained Earnings |
Income (8)
| Number | Account Name |
|---|---|
| 1020 | Tax Preparation Revenue — Individual |
| 1021 | Tax Preparation Revenue — Business |
| 1022 | Bookkeeping & Accounting Revenue |
| 1023 | Advisory & Consulting Revenue |
| 1024 | Payroll Services Revenue |
| 1025 | Audit & Review Revenue |
| 1026 | IRS Representation Revenue |
| 1027 | Other Professional Revenue |
Cost of Goods Sold (4)
| Number | Account Name |
|---|---|
| 1028 | Staff Labor — Client Work |
| 1029 | Contract / Seasonal Preparers |
| 1030 | E-File & Compliance Fees |
| 1031 | Client Software Costs |
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