Accounting CS
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Several sample spreadsheet files are available for you to download and review. The sample spreadsheets are set up with commonly used columns and sample data. You can modify the formatting, column, and data to fit your needs.
Note: If you import the sample data into a live client record, please remember to delete the imported data when you are finished.
Click a link below to open the spreadsheet file, and then save the file to the location specified in the Spreadsheet field in the Import Data tab of the Setup > File Locations dialog.
- Chart of Accounts (with current-year and prior-year balances)
- Chart of Accounts (with type and tax code)
- Customers
- Employees
- Form 1095-C (template spreadsheet)
- Invoice items
- Vendors
- Account balances from QuickBooks (with account and description)
- Account balances from QuickBooks (with descriptions only)
- Account balances from Xero
- Accounts payable transactions
- Accounts receivable transactions
- Transactions
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