How do you create a chart of accounts template within QuickBooks Online Accountant ? Select the option you think is correct , then select the Next button . Go to a client's chart of accounts that has the structure you want , then select Save as template Go to the Settings cog , select COA templates , then select Add new template to the chart of accounts for your firm, open the Settings , then select Create template Go to Accountant tools , select COA templates , and select Add new template