Account Number Account Name Account Description

1100-0000 Cash-Checking
1110-0000 Cash-Savings
1120-0000 Petty Cash
1160-0000 Accounts Receivable
1170-0000 Allowance For Bad Debts
1180-0000 Notes Receivable
1190-0000 Employee Advances
1195-0000 Work In Progress
1200-0000 Inventory
1210-0000 Prepaid Insurance
1220-0000 Prepaid Taxes
1230-0000 Prepaid Rent
1240-0000 Prepaid Wages
1250-0000 Prepaid Other
1260-0000 Refundable Taxes
1270-0000 Investments
1400-0000 Equipment
1405-0000 Accumulated Depr-Equipment
1420-0000 Furniture And Fixtures
1425-0000 Accum Depr-Furniture & Fixt
1430-0000 Leasehold Improvements
1435-0000 Accum. Amort.-Leasehold Improve
1440-0000 Automobiles
1445-0000 Accum Depr-Automobiles
1460-0000 Buildings
1465-0000 Accum Depr-Buildings
1470-0000 Other Fixed Assets
1475-0000 Accum Depr-Other Fixed Assets
1500-0000 Land
1610-0000 Security Deposits
1710-0000 Loan Receivable
1720-0000 Utility Deposits
1730-0000 Goodwill
1735-0000 Accum. Amortization-Goodwill
1750-0000 Organizational Costs
1760-0000 Accum. Amort.-Organizational
2100-0000 Accounts Payable
2110-0000 Discounts Available
2120-0000 Deferred Revenue
2130-0000 Bank Loan
2140-0000 Notes Payable
2150-0000 Current Maturities
2155-0000 Sales Tax Payable
2160-0000 FICA Withholding Payable
2170-0000 Federal Withholding Payable
2180-0000 State Withholding Payable
2190-0000 City Taxes Payable
2210-0000 SUTA Taxes Payable
2220-0000 FUTA Taxes Payable
2225-0000 Leases Payable
2270-0000 Deductions Payable
2300-0000 Client Deposits
2380-0000 L-T Notes Payable
2400-0000 Mortgages Payable
3010-0000 Opening Retained Earnings
3020-0000 Paid in Capital
3030-0000 Current Year Earnings
4100-0000 Sales - A
4200-0000 Sales -B
4300-0000 Sales -C
4900-0000 Other Income
5000-0000 Cost of Sales Labor
5010-0000 Cost of Sales Materials
5020-0000 Cost of Sales - Overhead
5030-0000 Cost of Sales Other
6000-0000 Management Salaries
6010-0000 Administrative Salaries
6020-0000 Clerical Salaries
6030-0000 Other Salaries
6040-0000 Payroll Taxes
6050-0000 Employee Benefits
6060-0000 Employee Expenses
6070-0000 Employee Training
6080-0000 Marketing
6090-0000 Marketing Salaries
6100-0000 Automobile
6110-0000 Bad Debts
6120-0000 Bank Charges
6130-0000 Contributions
6140-0000 Data Processing
6150-0000 Depreciation
6160-0000 Dues And Subscriptions
6170-0000 Equipment Rental
6180-0000 Fines And Penalties
6190-0000 Firm Meetings
6200-0000 Insurance-Liability
6210-0000 Insurance-Other
6220-0000 Interest
6230-0000 Legal & Professional Fees
6240-0000 Licenses
6250-0000 Maintenance And Repairs
6260-0000 Miscellaneous
6270-0000 Outside Services
6280-0000 Postage And Delivery
6290-0000 Practice Development
6300-0000 Printing And Reproduction
6310-0000 Recruiting
6320-0000 Rent
6330-0000 Stationery
6340-0000 Supplies
6350-0000 Property Taxes
6360-0000 Other Taxes
6370-0000 Telephone
6380-0000 Travel And Entertainment
6390-0000 Travel - Meals
6400-0000 Utilities
7010-0000 Interest Income
7020-0000 Discounts Taken
7030-0000 Dividends Received
7040-0000 Other Income
7050-0000 Billing Adjustments
7060-0000 Gain Or Loss On Sale Of Assets
8010-0000 Other Expenses
9010-0000 Income Taxes
Account Type Status Dimension 1 Dimension 2 Dimension 3
Asset Checking Active Ignore Ignore Ignore
Asset Savings Active Ignore Ignore Ignore
Asset Cash on Hand Active Ignore Ignore Ignore
Asset Accounts Receivable (A/R) Active Ignore Ignore Ignore
Asset Allowance for Bad Debts Active Ignore Ignore Ignore
Asset Loan to Others Active Ignore Ignore Ignore
Asset Employee Cash Advances Active Ignore Ignore Ignore
Asset Inventory Active Ignore Ignore Ignore
Asset Inventory Active Ignore Ignore Ignore
Asset Prepaid Expenses Active Ignore Ignore Ignore
Asset Prepaid Expenses Active Ignore Ignore Ignore
Asset Prepaid Expenses Active Ignore Ignore Ignore
Asset Prepaid Expenses Active Ignore Ignore Ignore
Asset Prepaid Expenses Active Ignore Ignore Ignore
Asset Other current assets Active Ignore Ignore Ignore
Asset Investment Active Ignore Ignore Ignore
Asset Machinery Active Ignore Ignore Ignore
Asset Accumulated Depreciation Active Ignore Ignore Ignore
Asset Furniture and Fixtures Active Ignore Ignore Ignore
Asset Accumulated Depreciation Active Ignore Ignore Ignore
Asset Other Fixed Assets Active Ignore Ignore Ignore
Asset Accumulated Depreciation Active Ignore Ignore Ignore
Asset Vehicles Active Ignore Ignore Ignore
Asset Accumulated Depreciation Active Ignore Ignore Ignore
Asset Building Active Ignore Ignore Ignore
Asset Accumulated Depreciation Active Ignore Ignore Ignore
Asset Other Fixed Assets Active Ignore Ignore Ignore
Asset Accumulated Depreciation Active Ignore Ignore Ignore
Asset Land Active Ignore Ignore Ignore
Asset Security Deposits Active Ignore Ignore Ignore
Asset Other Assets Active Ignore Ignore Ignore
Asset Other Assets Active Ignore Ignore Ignore
Asset Goodwill Active Ignore Ignore Ignore
Asset Accumulated Amortization Active Ignore Ignore Ignore
Asset Other Assets Active Ignore Ignore Ignore
Asset Accumulated Amortization Active Ignore Ignore Ignore
Liability Accounts Payable (A/P) Active Ignore Ignore Ignore
Liability Other Current Liabilities Active Ignore Ignore Ignore
Liability Unearned Revenue Active Ignore Ignore Ignore
Liability Line of Credit Active Ignore Ignore Ignore
Liability Loan Payable Active Ignore Ignore Ignore
Liability Loan Payable Active Ignore Ignore Ignore
Liability Sales Tax Payable Active Ignore Ignore Ignore
Liability Payroll Tax Active Ignore Ignore Ignore
Liability Federal Tax Payable Active Ignore Ignore Ignore
Liability State and Local Tax Payable Active Ignore Ignore Ignore
Liability State and Local Tax Payable Active Ignore Ignore Ignore
Liability Payroll Tax Active Ignore Ignore Ignore
Liability Payroll Tax Active Ignore Ignore Ignore
Liability Other Current Liabilities Active Ignore Ignore Ignore
Liability Other Current Liabilities Active Ignore Ignore Ignore
Liability Other Current Liabilities Active Ignore Ignore Ignore
Liability Note Payable Active Ignore Ignore Ignore
Liability Note Payable Active Ignore Ignore Ignore
Equity Opening Balance Equity Active Ignore Ignore Ignore
Equity Paid in Capital or Surplus Active Ignore Ignore Ignore
Equity Owners Equity Active Ignore Ignore Ignore
Income Sales of Products Active Ignore Ignore Ignore
Income Sales of Products Active Ignore Ignore Ignore
Income Sales of Products Active Ignore Ignore Ignore
Income Other Primary Income Active Ignore Ignore Ignore
Expense COS - Labor Active Ignore Ignore Ignore
Expense Supplies and Materials Active Ignore Ignore Ignore
Expense Supplies and Materials Active Ignore Ignore Ignore
Expense Supplies and Materials Active Ignore Ignore Ignore
Expense Cost of Labor Active Ignore Ignore Ignore
Expense Cost of Labor Active Ignore Ignore Ignore
Expense Cost of Labor Active Ignore Ignore Ignore
Expense Cost of Labor Active Ignore Ignore Ignore
Expense Taxes Payroll Active Ignore Ignore Ignore
Expense Payroll Expenses Active Ignore Ignore Ignore
Expense Payroll Expenses Active Ignore Ignore Ignore
Expense Payroll Expenses Active Ignore Ignore Ignore
Expense Other General AdministrativeActive Ignore Ignore Ignore
Expense Cost of Labor Active Ignore Ignore Ignore
Expense Auto Active Ignore Ignore Ignore
Expense Bad Debt Active Ignore Ignore Ignore
Expense Bank Charges Active Ignore Ignore Ignore
Expense Charitable Contributions Active Ignore Ignore Ignore
Expense Other General AdministrativeActive Ignore Ignore Ignore
Expense Depreciation Active Ignore Ignore Ignore
Expense Dues & Subscriptions Active Ignore Ignore Ignore
Expense Equipment Rental Active Ignore Ignore Ignore
Expense Other General AdministrativeActive Ignore Ignore Ignore
Expense Other General AdministrativeActive Ignore Ignore Ignore
Expense Insurance Active Ignore Ignore Ignore
Expense Insurance Active Ignore Ignore Ignore
Expense Interest Paid Active Ignore Ignore Ignore
Expense Legal and Professional Fees Active Ignore Ignore Ignore
Expense Other General AdministrativeActive Ignore Ignore Ignore
Expense Other General AdministrativeActive Ignore Ignore Ignore
Expense Other General AdministrativeActive Ignore Ignore Ignore
Expense Other General AdministrativeActive Ignore Ignore Ignore
Expense Postage & Shipping Active Ignore Ignore Ignore
Expense Promotion Meals Active Ignore Ignore Ignore
Expense Supplies and Materials Active Ignore Ignore Ignore
Expense Other General AdministrativeActive Ignore Ignore Ignore
Expense Rent or Lease of Building Active Ignore Ignore Ignore
Expense Supplies and Materials Active Ignore Ignore Ignore
Expense Supplies and Materials Active Ignore Ignore Ignore
Expense Taxes Paid Active Ignore Ignore Ignore
Expense Taxes Paid Active Ignore Ignore Ignore
Expense Other General AdministrativeActive Ignore Ignore Ignore
Expense Travel Active Ignore Ignore Ignore
Expense Travel Meals Active Ignore Ignore Ignore
Expense Utilities Active Ignore Ignore Ignore
Income Interest Active Ignore Ignore Ignore
Expense Other General AdministrativeActive Ignore Ignore Ignore
Income Dividends Active Ignore Ignore Ignore
Income Other Misc. Income Active Ignore Ignore Ignore
Expense Other Miscellaneous Costs Active Ignore Ignore Ignore
Expense Exchange Gain or Loss Active Ignore Ignore Ignore
Expense Other Miscellaneous Costs Active Ignore Ignore Ignore
Expense Taxes Paid Active Ignore Ignore Ignore
 Click Here for help
Instructions
This template can be used to upload a sample chart of accounts to Gravity.
Edit the Chart of Accounts Tab as defined below. Save the spreadsheet as a CSV file. Import it with
the company configuration wizard or with that date import tools.

Data Elements
Enter the account number in the same format you select when you
Account Number initialized the company. To review the format select CRM->Gravity-
>System Setup->System->Company Configuration. (Required)

Account Name Enter a Name for the Account. This name will appear in the financial
statements. (Required)
Account Description Enter an account description (Optional)
Select an Account Type from the pick list in the cell. The Account Type
Account Type tells Gravity what type of account it is and where it goes on financials
statements. (Required)
Status Set the Status to Active from the pick list. (Required)
Dimensions are used to provide additionally reporting. These rules tell
Dimensions 1,2,3 Gravity how Dimensions will be enforced when using each individual
account. (Required)
Asset Cash on Hand
Asset Checking
Asset Money Market
Asset Savings
Asset Trust
Asset Undeposited Funds
Asset Accounts Receivable (A/R)
Asset Allowance for Bad Debts
Asset Development Costs
Asset Employee Cash Advances
Asset Inventory
Asset Investment
Asset Investment Real Estate Loans
Asset Investment Tax Exempt Securiti
Asset Investments US Government
Asset Investment Other
Asset Loan to Officers
Asset Loan to Others
Asset Loan to Stockholders
Asset Other current assets
Asset Prepaid Expenses
Asset Undeposited Funds
Asset Retainage
Asset Work In Process
Asset Building
Asset Land
Asset Furniture and Fixtures
Asset Intangible
Asset Machinery
Asset Vehicles
Asset Other Fixed Assets
Asset Accumulated Depreciation
Asset Accumulated Depletion
Asset Delectable Assets
Asset Security Deposits
Asset Goodwill
Asset Licenses
Asset Lease Buy Out
Asset Organizational Costs
Asset Other Assets
Asset Accumulated Amortization
Liability Accounts Payable (A/P)
Liability Federal Tax Payable
Liability Insurance Payable
Liability Line of Credit
Liability Loan Payable
Liability Other Current Liabilities
Liability Payroll Clearing
Liability Payroll Tax
Liability Prepaid Expenses Payable
Liability Rents in Trust
Liability Sales Tax Payable
Liability State and Local Tax Payable
Liability Trust Accounts
Liability Unearned Revenue
Liability Other Long Term Liabilities
Liability Note Payable
Liability Shareholder Note Payable
Equity Accumulated Adjustment
Equity Opening Balance Equity
Equity Common Stock
Equity Owners Equity
Equity Paid in Capital or Surplus
Equity Partners Contributions
Equity Partners Distributions
Equity Preferred Stock
Equity Partners Equity
Income Sales of Products
Income Service Fee Income
Income Discounts/Returns Given
Income Non-Profit Income
Income Other Primary Income
Income Unapplied Cash Payment Income
Expense COS - Labor
Expense COS - Equipment Rental
Expense Other Cost of Services
Expense Shipping/Freight Expense
Expense Supplies and Materials
Expense Auto
Expense Bad Debt
Expense Bank Charges
Expense Charitable Contributions
Expense Cost of Labor
Expense Dues & Subscriptions
Expense Entertainment
Expense Entertainment Meals
Expense Equipment Rental
Expense Finance Cost
Expense Insurance
Expense Insurance Payroll
Expense Interest Paid
Expense Legal and Professional Fees
Expense Other General Administrative Costs
Expense Other Miscellaneous Costs
Expense Payroll Expenses
Expense Promotion Meals
Expense Rent or Lease of Building
Expense Repair & Maintenance
Expense Postage & Shipping
Expense Taxes Paid
Expense Taxes Payroll
Expense Travel
Expense Travel Meals
Expense Unapplied Cash Expenses
Expense Utilities
Income Dividends
Income Interest
Income Other Investment Income
Income Other Misc. Income
Income Tax Exempt Interest
Expense Amortization
Expense Depreciation
Expense Exchange Gain or Loss
Expense Settlements and Penalties
Active Ignore
Inactive Optional
Required
 Click Here for help
Data Import
Follow these instructions to import the Chart of Accounts with the Import Wizard.

1.       Select CRM->Settings->Data Management->Imports

2.       Select Import Data from the Action Menu

3.       Select the CSV file that you saved from the template.
4.       Hit Next twice and select Default (Automatic Mapping)
5.       Select Next and Choose the record type of “Chart of Accounts”

6.       Select Next and be sure the field mappings are set. See below.

7.       Hit Next twice and be sure “Allow Duplicates” is set to “No”
8.       Hit Submit. You can see the progress of the import in the Import Grid.