Importing a Chart of Accounts into QuickBooks (PC Only)

One of the first things to do when setting up a QuickBooks file is to create a Chart of Accounts (COA).  A COA is a complete listing of each account in your business. An account is a unique category that defines every financial transaction and is used to organize your finances.

You can create your COA manually, or you can import a list created in Excel. Here are the instructions for importing an Excel file to QuickBooks on a PC.

Need more help? We offer phone consultations with screen-share to coach you through the use of this template.