Correct Counts tool

Chart of Accounts Template and Import Guide

Name: Chart of Accounts Template and Import Guide
Price: 10 USD
Availability: InStock

Start with a chart of accounts structure that is easier to understand, customize, and bring into your accounting workflow.

$10.00

Instant digital download. No physical item ships.

Chart of Accounts Template CSV + Import Guide screenshot 1

Chart of Accounts Template CSV + Import Guide screenshot 2

Chart of Accounts Template CSV + Import Guide screenshot 3

Chart of Accounts Template CSV + Import Guide screenshot 4

About this tool

Description

A clean chart of accounts, imported right the first time: a ready-to-import CSV plus the guide that explains the numbering and the errors that make imports fail silently.

What’s included

Chart of accounts CSV with 45 accounts, number, name, type, detail type, parent, and description
Import guide with numbering ranges, column notes, import order, and duplicate-merge and opening-balance rules

Format

One CSV and one editable Word (.docx) guide. Built for QuickBooks Online, with notes for Xero.

Who it’s for

Bookkeepers setting up a new client file, and business owners cleaning up a chart that grew by accident.