Chart of Accounts Template

Supercharge your nonprofit’s financial management with our user-friendly Chart of Accounts Template.

A Chart of Accounts (commonly referred to as a COA) is an index of your account numbers and names, and serves as a guide for where to categorize all the financial activity of your organization. We recommend splitting things into two main categories, a Balance Sheet and a Profit & Loss.

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Our Chart of Account Template Includes

  • Comprehensive Account Categories: Track fundraising, salaries, and program expenses.
  • Seamless Calculation: Pre-inserted formulas that automatically calculate your financial data.
  • User-Friendly Interface: Our template is designed for all levels of financial literacy.
  • QuickBooks Integration: Upload the template to QuickBooks for quick and seamless integration.
  • Video Tutorial: We’ve recorded a demo on how to use the tool in Quickbooks.

Quickbooks Implementation

Learn how to upload this template into Quickbooks and put it to immediate use.

 

Read our What is a Chart of Accounts? or How to Implement a Chart of Accounts to learn more about how a Chart of Accounts can simplify financial management for your nonprofit. These and other financial resources can be found on our Resources page.