Chart of Accounts Template

Supercharge your nonprofit’s financial management with our user-friendly Chart of Accounts Template. Streamline budgeting, track expenses, and integrate the template seamlessly with QuickBooks (video tutorial included).

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.

Download it below to get started!

Download Chart of Accounts Template

Enter your email to download our free resource! The template is compatible with Microsoft Excel, Google Sheets, and Apple Numbers. It can also plug directly into Quickbooks! We’ll follow up with a video demonstration how to do so. We hope you find this resource helpful!

What is a Chart of Accounts?

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.

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.

Small Business & Nonprofit Accounting Resources

Our financial resources empower informed decisions with up-to-date, relevant best practices.

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