Choosing Your Client's Setup Method
When setting up a new client in Digits, you can choose how to initialize their books — start fresh, import from QuickBooks, or migrate data from another platform.
Your chosen setup method determines how Digits builds your client’s Category Manager, which serves as their Chart of Accounts — the structure that defines how transactions are categorized and reported throughout the product.
Why Your COA Strategy Matters
Your Chart of Accounts (COA) determines how Digits classifies transactions, reports financials, and automates bookkeeping for your clients. Choosing the right setup path ensures accuracy from day one and minimizes cleanup later.
Tip: Always finalize your Chart of Accounts setup before connecting banks or apps. This ensures transactions map to the correct categories automatically.
Start Fresh with Digits
Create a clean, standardized Chart of Accounts automatically when you start fresh with Digits. ✨ Digits analyzes your client’s data and generates a complete category structure that fits modern bookkeeping standards — no manual setup required.
It’s ideal for:
New clients without existing books
Firms that want a consistent setup across all clients
Businesses with outdated or inconsistent account structures
Digits suggests categories you can edit, rename, or remove at any time, giving you full control while starting from a solid foundation.
Next Step: → Digits Connections: Banks & Cards via Plaid
Migrate from QuickBooks
If your client uses QuickBooks, you can import their existing Chart of Accounts during setup.
Digits automatically maps categories from QuickBooks, saving time and reducing errors.
This option preserves your client’s historical naming and category structure.
Best when you want to maintain continuity and minimize rework.
⚠️ Warning: QuickBooks migration is only available during initial client setup. Complete this step before connecting any accounts.
Next Step: → Migrate Data from QuickBooks Online (QBO)
Upload a Custom Chart of Accounts (Non-Quickbooks)
If your client’s books live in another system — like Xero, Pilot, Puzzle, or Excel — import them manually using Digits’ CSV template.
Import a CSV version of your client’s current Chart of Accounts using Digits’ import template.
Include category names, types, and optional numbers to match your preferred structure.
Upload the CSV before connecting banks or apps to ensure transactions map correctly.
Best Practice: If your firm uses a standardized COA, save it as a master CSV. You can reuse this file for future clients to ensure consistency across your firm.
Next Step: → Import Your Chart of Accounts
Frequently Asked Questions
Which setup method is best for my client?
If they already use QuickBooks, import their existing COA. If not, start fresh or upload a custom CSV.
Can I reuse the same COA across clients?
Yes — keep a master CSV for your firm and upload it during each new client setup.
Should I connect banks before or after setting up my COA?
After. Connecting accounts first can cause mismatched transaction categories.
Can I edit my COA later?
Absolutely. Use Category Manager anytime to adjust, merge, or deactivate categories.
Does Digits automatically map imported categories?
Yes. ✨ Digits automatically maps imported categories to align with your client’s transaction data.
Can I start with a clean, standardized COA?
Yes — choose Start Fresh with Digits to auto-generate a modern, editable structure.
Do you have a list of the complete gifted COA?
Yes! Below is the full list. Keep in mind that while this is the full list, Digits will only show categories that have been used for a transaction.
10000
Assets
11000
Bank Accounts
11500
Asset Clearing
11510
Invoice Clearing
11520
Digits - Invoice Clearing
12000
Accounts Receivable
12010
Accounts Receivable - Gross
12020
Allowance for Doubtful Accounts
12500
Accrued Revenue
13000
Prepaid Expenses
13010
Prepaid Benefits
13020
Prepaid Rent
13030
Prepaid Insurance
13040
Other Prepaid Expenses
13500
Inventory
13510
Raw Materials
13520
Work in Progress
13530
Finished Goods
14000
Investments
14500
Shareholder Loans
15000
Other Current Assets
15010
Security Deposits
15020
Current Tax Assets
15030
Other Current Assets
15999
Uncategorized Assets
16000
Fixed Assets
16100
Computer Assets
16150
Accumulated Depreciation - Computer Assets
16200
Furniture & Fixtures
16250
Accumulated Depreciation - Furniture & Fixtures
16300
Other Fixed Assets
16350
Accumulated Depreciation - Other Fixed Assets
17000
Intangible Assets
17100
Domain Names
17150
Accumulated Amortization - Domain Names
17200
Patents & Trademarks
17250
Accumulated Amortization - Patents & Trademarks
17300
Research & Development
17350
Accumulated Amortization - Research & Development
17400
Leasehold Improvements
17450
Accumulated Amortization - Leasehold Improvements
17500
Other Intangible Assets
17550
Accumulated Amortization - Other Intangible Assets
18000
Goodwill
19999
Other Long-term Assets
20000
Liabilities
21000
Accounts Payable
22000
Credit Cards
23000
Liability Clearing
23100
Employee Reimbursements Clearing
23200
Payroll Clearing
23300
Bill Pay Clearing
23400
Digits - Bill Pay Clearing
24000
Accrued Expenses
24500
Deferred Revenue
25000
Other Current Liabilities
25010
Benefits Payable
25020
Income Taxes Payable
25030
Sales Tax Payable
25040
Payroll Tax Payable
25050
Payroll Deductions Liability
25060
Uncategorized Liabilities
25500
Short-term Debt
26000
Convertible Notes
26100
Convertible Notes - Principal
26200
Convertible Notes - Accrued Interest
27000
Long-term Debt
28000
Other Long-term Liabilities
30000
Equity
31000
Common Stock
32000
Preferred Stock
33000
SAFE
34000
Owner's Equity
34100
Owner's Contributions
34200
Owner's Draws
35000
Treasury Stock
36000
Additional Paid In Capital
37000
Other Comprehensive Income
38000
Retained Earnings
39999
Uncategorized Equity
40000
Revenue
41000
Sales Revenue
42000
Subscription Revenue
43000
Transaction Revenue
44000
Partner Revenue
45000
Refunds and Discounts
49999
Uncategorized Income
50000
Cost of Revenue
51000
Cost of Labor
52000
Cost of Goods
53000
Payment Processing Fees
54000
Hosting Fees
55000
Other Cost of Revenue
60000
Operating Expenses
61000
Payroll Expenses
61100
Salaries
61200
Bonuses
61300
Commissions
61400
Employee Benefits
61410
Health Insurance
61420
Retirement Contributions
61500
Employer Payroll Taxes
61600
Payroll Processing Fees
61700
Recruiting Costs
61800
Other Employee Costs
62000
Travel & Entertainment
62100
Airfare
62200
Ground Transportation
62300
Lodging
62400
Meals
62500
Entertainment
62600
Other Travel & Entertainment
63000
Professional Fees
63100
Consultants and Contractors
63200
Legal
63300
Tax & Accounting
63400
Other Professional Fees
64000
Sales and Marketing
64100
Advertising
64200
Conference and Trade Shows
64300
Promotional Items and Gifts
64400
Other Sales & Marketing
65000
Business Applications & Software
66000
Facilities
66100
Rent
66200
Utilities
66300
Repairs and Maintenance
66400
Other Facilities Expenses
67000
Supplies & Materials
67100
Computers Expense
67200
Office Supplies
67300
Other Supplies & Materials
68000
General Operations
68100
Memberships & Dues
68200
Insurance
68300
Bank Fees
68400
Other General Operations
69000
Bad Debt Expense
69999
Uncategorized Expense
80000
Other Income
81000
Interest and Dividends
82000
Credit Card Rewards
83000
Other Miscellaneous Income
90000
Other Expenses
91000
Depreciation & Amortization
91100
Fixed Assets Depreciation
91200
Intangibles Amortization
93000
Interest Expense
94000
Taxes
95000
Other Miscellaneous Expenses
Is the auto-generated Chart of Accounts GAAP compliant?
Digits’ auto-generated COA is GAAP-aligned in structure, but GAAP compliance depends on how entries are recorded (depreciation, accruals, adjusting entries). If you have a preferred GAAP template (by industry/firm standard), you can import your own COA via CSV.
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