The function to allow accountants create templates for their clients are added under the Work menu. Let me show you how:
If you're referring to something different, please let me know.
Thanks but that is not the type of template I was referring to. I have a client that is considering bringing multiple entities into QBOA. I was looking to create a standard chart of accounts etc that I could use with each one rather then having to start from scratch. I realize I can import a spreadsheet but I thought there was a way to do this.
Hello there, rmrowel.
Thanks for getting back to us. I'm here to help and ensure that you're able to import Chart of Accounts (COA) for your clients in QuickBooks Online Accountant (QBOA).
As of now, QBOA doesn't have any feature to automatically copy the company templates of COA from different clients. For the meantime, you can import an existing COA from a spreadsheet.
For additional reference, you can check this article: How to import chart of accounts.
If you need further assistance with the steps, I recommend calling our QuickBooks Online Accountant Support Team. They have additional tools to pull up your account in a secure environment and do a remote session.
I can see how this feature would be helpful for you, I'd recommend sending feedback directly to our product developers for future updates.
Here's how you can send feedback:
If you any other questions about importing COA in QBOA, don't hesitate to click the Reply button below. I'm always here to help you out.