Are there sample charts of accounts available for an individual using QB to keep personal financial records? the one provided has no asset or liability accounts

Hey there, andy81. 

I'm happy to help you out this afternoon. If you use the QuickBooks Test drive tool, you can create a test account and mess around with it however you want, without worrying about screwing up your actual account. This includes creating a sample chart of accounts. 

If you have any other questions, feel free to post here anytime. 

This may be a useful idea and I will give it a try.  But what I was looking for was the availability of a canned chart of accounts that fits a sole proprietorship situation with commonly needed accounts already set up that can be used, modified or deleted, etc.

This suggestion may be useful but what I was looking for was a canned set of accounts that could be downloaded and then modified.  What is present is very limited.

Hello there, andy81.

You can get a sample Chart of Account within QuickBooks Online. Once you download the file you can edit it according to the data you want to import in the program. Here's how to get it:

1. Click the Gear icon in the upper-right corner and select Import Data.
2. Select Chart of Accounts.
3. Click the Download a sample file hyperlink.
4. Open the file in Excel and edit the details.
5. Save the new file.

Here's a link for reference in importing your Chart of Accounts: Move your chart of accounts to QuickBooks Online.

Feel free to get back to us if you need anything else. Have a great day!

Respectfully, you are not understanding the question. The questioner is asking if there is a **pre-built** template for home finance. Let me explain: Quickbook provides this link of importable chart of account templates for certain businesses, like a "barbershop." List of Chart of Accounts templates for QuickBooks Online companies. What's nice about these is that someone (at your company) took the time to consider the most important accounts for certain types of industries. There are different expense categories for a "landscaper" and a "hair salon," for example. And these different templates account for those industry differences. The question being asked is: do you provide a pre-made template for those of us using QB online for **personal finances** rather than, say, a barbershop. Such a template might include an expense category for "Education: Kids Tuition," "Entertainment: Netflix," "Food: Groceries," "Essential Expenses: Espresso."

Much obliged.

@JmichelangeloA   You're commenting on something at least 2 years old.  

This list of example chart of accounts is awesome!  Thanks for sharing. It's ridiculous how long I had to search to find decent template COA's for basic industries.

Your comment regarding "This list of example chart of accounts is awesome". 

I don't see where someone posted a link to download the COA for personal finances?

Let me point out some details with the link to download your Chart of Accounts (COA), markorceo.

If you're referring to the steps provided by my colleague @JamesDuanT, you'll only have to click the Download a sample file hyperlink to get a sample COA file. I've added a screenshot for your reference:

After clicking the hyperlink, this downloads a sample file wherein you can open for your guide:

If you're trying to download your transactions from COA, this is unavailable at the moment. As an alternative, you can export them in an Excel file by following the steps below:

1. Go the to Accounting menu, then select the account that you want.
2. Click View register.
3. Click the Export icon.
   
   

Moreover, QuickBooks provides dozens of reports that show the different aspects of your business. I've added this article for more information: Run Reports In QuickBooks Online.

Reach out to us if you have any questions about the chart of accounts. We're here to ensure that you'll get the help you need.

I was looking for example charts of accounts for different industries: List of Chart of Accounts templates for QuickBooks Online companies. 

Not for personal finances though.

Hi JmichelangeloA,

Did you find any an answer to this "do you provide a pre-made template for those of us using QB online for **personal finances**".

Thanks

Did you ever find an answer to this i.e. :

Hi there, @WIT.

Let me share some scenarios about creating a pre-made template for personal finances in QuickBooks Online (QBO).

QuickBooks doesn't have a pre-made template. However, you can download a chart of accounts sample file. Here's how:

1. Sign in to your QBO account.
2. Click the Gear icon, then select Import data.
3. Select the Chart of accounts.
4. In the Import accounts window, click the Download a sample file link.

Then, use the sample file as your reference to create your own template and import it to your QBO account. To do so, go back to this Import data menu and import your created chart of accounts.

Just in case you want to learn about the usage limits, like accounts, you can check out this article for more information: Learn about usage limits in QuickBooks Online.

Come back to this post if you have other concerns or follow-up questions about this. I'm always here to help.

The link https://quickbooks.intuit.com/learn-support/  does not work.  It takes me to a page to install quickbooks and subscriptions.  Is there a site for the chart of accounts.  

I have to cover five different entities and keep the records separate for a landscape business, a trust, my mom's taxes as a landlord and paying for her nursing home, my taxes as a landlord, and the business owner taxes.  There are loans between the entities and credit card expenses for same.  I have a stack of receipts over 3 feet high and have to get this in order.  

I need the chart of accounts so I can label all the receipts so the go in the correct accounts.  

Is there a template chart of accounts for these type of entities?  I'm not subscribing until I have more information, specifically a chart of accounts with account numbers so I can tag all these receipts.  

I do not have a QB subscription yet.  I have a stack of receipts 3 feet high for five different entities that I have to label with the correct entity and account number (like entity A, 101 cash,  301 printer paper). 

I don't see a reason to start a subscription when I have so much work to do to sort and label these receipts.  I need from you COA examples with account numbers for these entities.  I'm struggling to understand why this is so difficult with the web site.  

Also, this link doesn't work.  It sends me to a subscription page.  Are there any public learning sites for QB?  
https://quickbooks.intuit.com/learn-support/

Hello there, Grace.

I can see the need organize your business to have a clear picture of your finances by ensuring your Chart of Accounts are complete and accurate. Rest assured, I'm here to help you streamline your accounting tasks and gain valuable insights into your business performance.

QuickBooks Online (QBO) already has a default COA when you create a new company. This COA is designed to cover the most common business types and transactions. It includes standard accounts for Assets, Liabilities, Equity, Income, and Expenses. 

Furthermore, you can also subscribe to QuickBooks Online Free Trial to try out which plan is best for you. This way, you can learn a lot before subscribing.

If you prefer customized COA, you can consider using COA templates. You can search for COA templates online that are compatible with QBO. Then, you can import it to your QBO account. However, you can also consider consulting your accountant to help you set up your chart of accounts directly in your QBO account. Check out this article to find an accountant to assist you.

Additionally, you can check out this page as your learning site for using the chart of accounts in QuickBooks Online: Advance accounting | Chart of accounts.

If you’d like expert guidance to create a custom COA or manage your multi-entity setup, consider using QuickBooks Live Bookkeeping Assist. Our experts can help you structure your accounts and get started seamlessly.

After setting up your COA, you can check out this link to compare QBO subscriptions and decide which is the best for your company: Compare QuickBooks Online Subscriptions.

Let me know if you need help with setting up your first company. I'll be here to help you get started with QuickBooks.