Free Template · Accounting & Finance
Chart of Accounts Template
A sensible chart-of-accounts numbering scheme for small businesses — assets, liabilities, equity, revenue, COGS, and operating expenses — to adapt as you grow.
What's inside
- Account numbering scheme
- All major account types
- Examples per range
- Scales with the business
Format: PDF · 1 page · Free to use and adapt.
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Preview
Inside the template: Numbering Scheme
A sensible numbering scheme you can adapt. Keep it simple; add detail only when it earns its keep.
Numbering Scheme
| Range | Type | Examples |
|---|---|---|
| 1000–1999 | Assets | Cash, AR, Inventory, Fixed assets |
| 2000–2999 | Liabilities | AP, Credit cards, Loans, Payroll liabilities |
| 3000–3999 | Equity | Owner's equity, Retained earnings |
| 4000–4999 | Revenue | Product sales, Services, Other income |
| 5000–5999 | COGS | Materials, Direct labor, Subcontractors |
| 6000–7999 | Operating expenses | Payroll, Rent, Software, Marketing |
| 8000–9999 | Other | Interest, Taxes, Depreciation |
How to use it
Three steps
- Download the PDF (email-gated, free) and open it alongside the work you want to organise.
- Fill in the blanks with your own details and remove sections you do not need — it is a starting point, not a form.
- Share the adapted version with whoever will use it and revisit it after the first month — most teams trim it once the habit sticks.
Need the person, not just the template?
Hire a QuickBooks bookkeeper →Set up and maintain the chart of accounts in QuickBooks Online.
Chart of Accounts Template — FAQs
A sensible chart-of-accounts numbering scheme for small businesses — assets, liabilities, equity, revenue, COGS, and operating expenses — to adapt as you grow. It and covers Account numbering scheme, All major account types, Examples per range, Scales with the business. Format: PDF, one page, free to use and adapt.
Business owners, controllers and bookkeepers running or outsourcing bookkeeping, month-end close and reporting — from solo operators to multi-entity finance teams.
Yes. It is free — we ask for a work email so we can send the download link. It ships as a PDF you can print or copy into your own document; adapt it freely for internal use. It is provided for planning and is not legal, financial, tax or compliance advice.
It is system-agnostic — QuickBooks Online, Xero, NetSuite, Sage or spreadsheets. Zedtreeo's remote bookkeepers and accountants work inside whichever ledger you already run.
Need the People, Not Just the Template?
Zedtreeo places pre-vetted remote staff from $1,056/month with a free 5-day trial — replacement at no cost, no contracts.