Chart of Accounts Series

FIX YOUR CHART OF ACCOUNTS

Stop the duplicates. Stop the Mystery Categories. 
Start trusting your reports.
Write your awesome label here.

Instant access. Quick wins. Real structure.

This $10 mini-course shows you exactly how to clean up and organize your existing Chart of Accounts so your Profit & Loss and Balance Sheet read like a dashboard-not a junk drawer.

Clean COA = Clean Reports

If your Chart of Accounts includes things like:

  • Repairs + Repairs & Maintenance + Maintenance
  • Owner Pay (as an expense 😬)
  • 47 versions of the same category
  • Random “Other” accounts everywhere
Your reports aren’t wrong because you’re bad at bookkeeping.
They’re wrong because your COA is unmanaged.

You can’t get clean reports from messy categories.

COA Cleanup - Readable reports

You will fix your COA by doing five things
(in the right order):

Your rentals should run on a dashboard,
not vibes.

  1. Identify what’s duplicated/unnecessary.
  2. Rename accounts so that they’re clear and consistent
  3. Merge duplicates safely (without breaking history)
  4. Organize with parent/sub-accounts (so reports look clean)
  5. Lock in rules for the future you (so it stays clean)

BONUS: MAKE YOUR COA STAY CLEAN MINI TOOLKIT

  • A COA clean-up checklist (what to review monthly/quarterly)
  • A naming convention guide (so you stop creating duplicates)
  • A “when to add a new account vs not” rule sheet
Optional add-on later: industry-specific COA packs (self-storage, franchisee, rentals, fix-and-flips, etc.)

BONUS: QUICKBOOKS ONLINE COA CLEANUP

  • COA clean-up existing QuickBooks Online
  • Organize your chart of accounts in QuickBooks Online
  • Review your Profit & Loss and Balance Sheet
Optional add-on later: industry-specific COA packs (self-storage, franchisee, rentals, fix-and-flips, etc.)

THIS IS FOR YOU IF:

This is for you if…

  • Your COA has duplicates and confusing categories
  • Your P&L feels “off” even when transactions are categorized
  • You want reports you can trust (without hiring someone first)

NOT FOR YOU IF:

  • You want a brand-new build from scratch (this is a FIX course)
  • You use QBD/Xero (we can create separate versions later)
  • You want COA for property management software
QUICKBOOKS ONLINE COA CLEANUP + REPORT CHECK (P&L + BALANCE SHEET)

What clients say after cleanup

This $10 course saved me hours and a headache. The merge and organize steps were simple, and my Balance Sheet finally makes sense.

- Small business owner
QuickBooks Online user

I cleaned up 18 duplicate accounts in one sitting. My Profit Loss finally looks normal, and I stopped second-guessing every category name.

- Smoke Shop Franchisee
QBO User

Frequently Asked Questions for 
Fix your Chart of Accounts

What exactly is this $10 course?

It’s a QuickBooks Online mini-course that shows you how to fix and organize your existing Chart of Accounts—rename, merge duplicates, group accounts, and clean up your reports.

Will this create a brand-new Chart of Accounts for me?

This course is for cleaning up what you already have. If you need a brand-new setup from scratch, that’s a separate upgrade.

I am scared to merge accounts, will this break my books?

You will learn a safe merge process (and when not to merge). The whole course is designed to prevent “oops” moments.

My Chart of Accounts is a total mess. Is this still for me?

Yes. Messy is normal. This course gives you a clear order of operations, so you’re not randomly clicking and hoping.

How long will this take?

Most people can get a solid cleanup done in 60–90 minutes, depending on how many duplicates you have.

Will this fix my transactions too?

It fixes the structure (your categories). If transactions were posted to messy accounts, your reports often improve immediately—but transaction cleanup is still a separate step.

I have multiple businesses/entities. Can I use this?

Yes, you can use the same cleanup method for each QBO file. (One file = one COA cleanup.)

Does this replace my CPA or bookkeeper?

No, this makes your books easier for them to work with and helps you understand your own reports.

Is this tax advice?

No. It is a bookkeeping organization and reporting structure. Always confirm tax treatment with your CPA.

What if I want an industry-specific Chart of Accounts (self-storage, rentals, franchisee, etc.)?

We’ve got industry-specific courses and COA options you can jump into next—self-storage, franchisees, and more. Check out our other industry-specific courses, and if you don’t see your industry listed, contact us and we’ll point you to the best fit (or tell you what we recommend next).

What if I get stuck?

You’ll have clear steps to follow. If you want hands-on help, you’ll have an option to upgrade to a Done-With-You review.

Ready to make your numbers tell the truth?

Your Chart of Accounts does not need to be perfect.
It just needs to be clean enough to trust.
Bonus: QuickBooks Online
Easy as one, two, three

Choose your plan

DIY: Do it Yourself

$10
I can do it, just show me.
  • Step-by-step COA cleanup method
  • Community access
  • Organize with parent/sub-accounts
  • P&L and Balance Sheet readable reset

DIY + Support

$97
I’ll do it, but I want a safety net.
  • Everything in DIY
  • Send me your COA
  • I’ll review your COA and tell you exactly what to rename/merge/clean
  • 1 COA video audit

Done For You Cleanup

$297
I want it fixed fast with zero guessing.
  • Everything in DIY
  • You send screenshot ahead of time
  • You meet 45-60 minutes
  • End with FINAL COA + next steps

Course Lessons

Created by

Gita Faust

Advanced QuickBooks Certified ProAdvisor with 25+ years of experience, she helps real estate investors and business owners clean up QuickBooks, get tax-ready books, and turn messy numbers into clear decisions, without the overwhelm.