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.
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!
Bank Fixed Asset Other Current Asset Other Asset Accounts Receivable Accounts Payable Loan Credit Card Other Current Liability Long Term Liability Equity
Income 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.