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How do I create a COA template that I can use for all of my clients?

Helping your Accountants get started on the right foot.

Karin avatar
Written by Karin
Updated over 4 years ago

On your main account navigation page, under the My Practice navigation, select Category Templates. (We call it Categories as opposed to the accounting-jargon โ€œCOAโ€ for our less accounting-savvy users.)

When you click on the green + button, you can completely customize your COA, including the use of numerical codes, if you wish. You can create multiple templates, and set one to Default if it is the one you will use most often.

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