How to create chart of accounts templates in QuickBooks Online Accountant

With QuickBooks Online Accountant, you can create Chart of Accounts Templates and then apply them to your clients’ Chart of Accounts to set them up quickly and give them a standard set of accounts.

Let’s go over how to set up a template for the Chart of Accounts and apply it to a client’s QuickBooks company.

0:00 Intro
0:20 Set up a chart of accounts template
1:50 Apply the template to a client's QuickBooks

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