Chart of Accounts for a PTA using QuickBooks
Simplify your accounting for the PTA with this Chart of Accounts for QBO.
As described in Using QuickBooks for Small Nonprofits & Churches and Using QuickBooks Online for Small Nonprofits & Churches, this chart of accounts download can be imported into your organization's QuickBooks program. It will allow you to track members, donations, fundraisers, and program costs. Let The Accountant Beside You make your accounting easier.
The PTA Chart of Accounts is available for both desktop and online versions of Quickbooks. Be sure to choose the format you need in the drop-down menu.
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Online Download Instructions:
On the Import Accounts screen, select Browse to locate the file you just saved on your computer.
The Import Accounts will reappear with the Excel file listed. Select Next.
Here you will map the fields from your spreadsheet to the QuickBooks Fields. Your Field options are the headings from the spreadsheet. In other words, you are matching the spreadsheet data to the related QBO fields. Click Next to continue.
The final screen will detail how QBO will import the accounts. Scroll through the list and make any necessary changes using the drop-down arrows by each box. Unselect any accounts that you don’t need by deselecting the arrows to the left of the account. When you are satisfied with the list, select Import.
Desktop Download Instructions:
Download comes as a QuickBooks backup file (qbb) and should only be used if you haven't already set up your company file. Use the Backup/Restore function to install the .qbb file.
Also included is the .iif files containing the Chart of Accounts and the Item lists to be imported if the company file is already set up. If this file is used, you will need to set your preferences yourself. See video tutorials for how to import an .iif file.
Not compatible with Mac.