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JodiW102
Level 1

Can a chart of accounts be created as a template and used for clients in QBO, overriding the standard chart

 
1 Comment 1
Trish_T
QuickBooks Team

Can a chart of accounts be created as a template and used for clients in QBO, overriding the standard chart

Hello JodiW102,

 

Thanks for reaching out to us here.  QuickBooks Online Accountant, provides the ability to use templates, so you can set up the chart of accounts for new or existing clients.  I would be happy to provide more information, so you can complete your QuickBooks goals with confidence!

 

Pre-made product and service-based templates are set up for you to apply or modify.  You can locate them under your Accountant Tools, then COA templates.  You will have the option to add a new template, or edit one.  For your reference, please refer to this guide.

 

If you have any other questions, feel free to reach out again.  We would be glad to help!

 

 

 

 

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