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Follow the steps below to get started
If you need additional help at any time from our trained HVAC experts, book a free discovery call and we’re happy to help.
STEP 1

Download Template
Click the button to download a completely FREE chart of accounts template that is ready to import in Quickbooks.
STEP 2

Watch Tutorial
Our COA template can be uploaded directly to your quickbooks using the detailed guide to make it easy. Check out our video tutorial below.
STEP 3

Reclassify & Cleanup Past Transactions
Every dollar of income and expense has to be moved to the correct account. This can be tedious – if you get stuck our team is here to help.
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STEP 4

Categorize New Transactions
As you have new sales & expenses, it’s important to make sure that these transactions are going into the correct account. This can be automated with integrations between CRMs and Quickbooks.