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1
1134580
July 29, 2023
Question

Where can I find default Chart of account list>

  • July 29, 2023
  • 1 reply
  • 30 views

Can anyone give me an Excel or pdf that has all the default charts of account options on Quickbook online pro? 

 

Thank you very much!

1 reply

M
Maybelle_SQuickBooks Team
QuickBooks Team
July 29, 2023

Thank you for sharing your concern in the QuickBooks Community. I'm here to assist you in finding the chart of accounts list in QuickBooks Online (QBO).

 

Upon subscribing to QuickBooks, the Chart of Accounts is automatically populated with default accounts tailored to your chosen industry during the company setup process.

 

Here's how to find it:

 

  1. Go to the Accounting menu.
  2. Select Chart of accounts.
  3. From there, you'll see all of the accounts listed.

 

You can also print it by clicking the print icon. See the screenshots below for visual reference.

 

I've added this reference about managing default and special accounts in QuickBooks Online. It'll guide you on how to delete, edit, and merge it.

 

Additionally, you can add more accounts to track different types of transactions. This article will walk you through the process: Learn how to set up and add accounts to your chart of accounts.

 

You might also want to consider changing your QuickBooks Community username as it appears to contain your company ID, which may compromise your privacy and security.

 

Should you have any follow-up questions or concerns, don't hesitate to post again here in the Community or leave a comment on this thread. Take care and have a good one.

1
1134580Author
July 31, 2023

HI, 

 

Thank you for this info. 

I am trying to find an excel sheet that has all the drop-down options of the chart of accounts that you can choose from.
(For future reference to create a new chart of accounts.) 

For example, 

Account Type: Accounts receivable

Detail account: Accounts receivable

 

Account type: Other current assets

Detail account: allowance for bad debts, Development costs, Employee cash advances ....

 

F
FateCandylaneTQuickBooks Team
QuickBooks Team
July 31, 2023

We understand the relevance and convenience of having a default Excel sheet with all the lists of your accounts.

 

Currently, this feature is unavailable in QuickBooks Online. We can only modify and manage your Chart of Accounts on your company data to ensure real-time accounting methods are tracked accordingly. Thus, I'd suggest sending this relevant idea directly to our product developers. They're always open to suggestions to help improve our products and may consider having this option in future product enhancements.

 

Here's how to send feedback:

 

  1. Go to the Gear icon and select Feedback.
  2. Enter your product suggestions or feedback.
  3. Then, click Next to submit feedback.

 

Additionally, I've included these helpful references to help you review and match your accounts to ensure the accuracy on your financial data:

 

 

I appreciate your patience and understanding as we work to improve our software. We'll be right here, ready to back you up if you require additional assistance managing your accounts. Please let us know in the comments below. Stay safe!

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