Customize Your Chart of Accounts in QuickBooks Online (2025)

Get the COA template: financialtechlab.com/COA For a free 30 day trial and 30% off for 12-months, go to https://www.financialtechlab.com/QBO Learn how to customize the Chart of Accounts in QuickBooks Online (2025) — including how to edit accounts, use parent and sub-accounts, enable account numbers, batch edit, and import a complete chart from Excel or Google Sheets. This tutorial also covers how to use a standardized numbering system to keep financial data clean and organized. Jump to: 0:00 - Intro: Why the Chart of Accounts matters 2:57 - Navigating to the Chart of Accounts in QuickBooks 5:11 - Editing and organizing accounts 8:24 - Bulk updates and inactivating unused accounts 11:35 - Adding new accounts 12:34 - Using account numbers to keep organized 15:23 - How to enable account numbers 17:39 - Importing a Chart of Accounts from Excel or Sheets 24:39 - Final cleanup tips & best practices Here are some of the tools I trust and recommend to help you manage your business finances more effectively. These are affiliate links, which means I may earn a small commission if you use them—at no extra cost to you. Thank you for supporting the Clara CFO channel! 🔢 QuickBooks Online – 30% Off for 12 Months plus 30-day Free Trial https://claracfo.com/QBO Get organized with the most popular small business accounting software. 🏦 Relay Bank – Get a $100 Bonus https://www.claracfo.com/relay Modern banking designed for business owners. Sign up and deposit $100 to claim your bonus. 👥 Gusto Payroll – Earn $100 https://claracfo.com/gusto Run payroll and receive a $100 reward—perfect for growing teams. 💰Monarch Money – Extended 30-Day Free Trial https://claracfo.com/monarch Smart personal finance software for entrepreneurs and families. 📊 RC Reports – Get $50 Off a Compensation Report https://claracfo.com/RCReports Ensure your S-Corp salary is IRS-compliant with a professional comp report. Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at https://claracfo.com/ Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.