In this example, we will be creating a small individual’s accounting Chart of Accounts in Google Sheets. We will save the sheet using CSV (*.csv) formatting that is needed for the BibsBook COA import feature.
2. Choose Blank
When importing a chart of accounts the .csv file must use the account types with spelling and capitalization EXACTLY like that found in the list!
Fixed Asset
Other Current Asset
Other Asset
Accounts Receivable
Accounts Payable
Loan
Credit Card
Other Current Liability
Long Term Liability
Equity
Cost of Goods Sold
Expense
Other Expense
Other Income
Non-Posting
3. Add your chart of accounts.
In the first column enter unique account numbers.
In the second column enter the Account Type. Make sure the spelling and punctuation, including capital letters, is exact when entering the account types.
In the third column enter the Account Names.
OPTIONAL! In the fourth column enter the Tax Lines. Please ignore if unsure.
4. Download/ Export/ Save your Chart of Accounts to CSV format. Click file, then download, and choose comma-separated (*.csv) format. Then name of the file is not important.
5. Import the Chart of Accounts into BibsBooks.
