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Template

Chart of accounts template for a small business

A chart of accounts is the master list every transaction files against. This template gives you a usable small-business skeleton — accounts numbered by range and grouped into Assets, Liabilities, Equity, Income, Cost of Goods Sold, and Expenses — shown in full below so you can copy the structure into QuickBooks and adapt it to your business.

Last reviewed July 2026

The chart of accounts is the backbone of a QuickBooks file: get its structure right and every report adds up; get it wrong and no amount of tidy data entry will save the numbers. Below is a clean starting skeleton for a typical small business, followed by how to adapt it to yours.

The chart of accounts skeleton

The table lists a usable small-business chart of accounts, grouped by type in numbered ranges. Recreate the accounts you need in your own file, keeping each account's type — the type, not the name, is what decides where a balance lands on your financial statements.

Small-business chart of accounts — starting skeleton
Account # Account name Type
1000Checking accountAssets
1010Savings accountAssets
1050Undeposited FundsAssets
1200Accounts ReceivableAssets
1400Inventory assetAssets
1500Furniture & equipmentAssets
1550Accumulated depreciationAssets
2000Accounts PayableLiabilities
2100Credit cardLiabilities
2200Sales tax payableLiabilities
2300Payroll liabilitiesLiabilities
2700Loans / notes payableLiabilities
3000Owner's equity / common stockEquity
3100Owner's draw / distributionsEquity
3900Retained earningsEquity
4000Sales / services incomeIncome
4100Other incomeIncome
4900Discounts & refundsIncome
5000Cost of goods soldCost of Goods Sold
5100Materials & purchasesCost of Goods Sold
5200Subcontracted laborCost of Goods Sold
6000Advertising & marketingExpenses
6100Bank & merchant feesExpenses
6200Contract laborExpenses
6300InsuranceExpenses
6400Office supplies & softwareExpenses
6500Payroll — wagesExpenses
6550Payroll taxesExpenses
6600Rent & leaseExpenses
6700UtilitiesExpenses
6800Professional feesExpenses
6900MealsExpenses
6950TravelExpenses

How to adapt it to your business

Start by keeping only what you use. A service business with no stock should delete the inventory asset and the entire Cost of Goods Sold range; a product business should expand them, often splitting cost of goods sold by product line. The skeleton is intentionally broad so you can subtract rather than invent — a shorter chart that you actually understand beats a long one full of accounts you never post to.

Keep the numbering ranges even as you add accounts. Leaving gaps — 6410, 6420 — lets you insert related expenses later without renumbering everything, and holding each account inside its range means your Balance Sheet and Profit & Loss keep grouping cleanly. If you would rather not show numbers to your team, QuickBooks lets you turn the account-number display off while the ordering still works underneath. For the full concept behind this structure, read the chart of accounts reference.

Finally, resist the urge to create an account for every vendor or customer — that is what names, classes, and items are for. The chart of accounts answers "what kind of money is this," not "who was it with." Get the type right on every account and your reports will tie; get it wrong and the cleanest data entry in the world still produces statements that don't add up.

Building it into a QuickBooks file

If you are standing up a new file, the chart of accounts is the first structural decision you make, and it is far cheaper to get right at the start than to untangle later. Our QuickBooks setup builds a chart like this one around your actual business, so the very first transaction lands in the right place. If your existing chart has already sprawled — duplicates, mis-typed accounts, one-off accounts nobody remembers creating — a free read-only QuickBooks review reads it against a clean structure and shows you exactly what to merge, retype, or retire.

Questions about the chart of accounts template

How do I use this chart of accounts template?

Read the table below, then recreate the accounts you need in your own QuickBooks file — Online or Desktop — keeping the numbering and account types shown. It is a starting skeleton, not a finished chart: add the accounts your business actually uses and leave out the ones it doesn't.

Are these account numbers required?

No, but the numbering convention is worth keeping. The ranges — 1000s for assets, 2000s for liabilities, 3000s for equity, 4000s for income, 5000s for cost of goods sold, and 6000s for expenses — group accounts predictably on every report. QuickBooks can hide account numbers, but the underlying order still helps.

Should every business use all these accounts?

No. This is a broad skeleton; most small businesses use a subset. A service business may drop inventory and cost of goods sold entirely; a product business will expand them. Add only the accounts you have a real transaction for, and keep the list as short as it can honestly be.

Where do the account types come from?

Every account belongs to one of the standard categories — Assets, Liabilities, Equity, Income, Cost of Goods Sold, or Expenses — which decide whether it lands on the Balance Sheet or the Profit & Loss. The type matters more than the name: get the type right and your reports add up.

What if my chart of accounts is already a mess?

That is common and fixable. A sprawling chart with duplicate, misused, or wrongly typed accounts is one of the most frequent findings in a cleanup. A free review reads your existing chart against a clean structure like this one and shows you exactly what to merge, retype, or retire.