Chart of Accounts Templates

Demo from QuickBooks help article

Accountants and bookkeepers can use chart of accounts templates to quickly set up a chart of accounts for new or existing clients. With this organized list, they can save work and focus on getting helpful insights and accurate reports from the start.

I drove this feature from an idea to its global general availability. This feature has collectively saved accountants 1000+ hours of work. It also won QuickBook’s annual “most anticipated by accountants feature” award.

Press Coverage:

• https://www.intuit.com/company/press-room/press-releases/2023/intuit-quickbooks-unveils-new-product-innovations-at-quickbooks-connect-that-help-accountants-drive-small-business-growth/
• https://www.firmofthefuture.com/product-update/october-2023-mpu/
• https://insightfulaccountant.com/accounting-tech/general-ledger/monday-minute-qbo-chart-of-accounts-template/
• https://mbsaccountancy.com/blog/quickbooks-chart-of-accounts-templates
• https://insightfulaccountant.com/accounting-tech/general-ledger/new-qbo-accountant-coa-template-feature/