Professional Services: Sales Code and Chart of Accounts Setup

Our team will partner with you and your CPA to set up your firm's Chart of Accounts and Sales Codes within Studio Designer.


Studio Designer charges $125 per hour for Sales Code and Chart of Accounts setup.


If you are new to Studio Designer or want to set up any additional accounts within your Chart of Accounts or Sales Codes, our team at Studio Designer can assist.

We can help in either of two ways:

  1. Hands on: Set up a one-hour call and walk you through the process of setting up your Chart of Accounts and Sales Codes. This personalized training is provided over screen share so that next time you can confidently repeat the process on your own.
  2. Hands off: We'll provide a CSV template for you to fill out with the mandatory information needed to begin Chart of Accounts and Sales Codes setup. Once you've filled out the template, our team will take care of the setup for you with no additional calls or time commitments from you.

Be sure to specify which of these two options works for you when filling out the form for this Professional Service request.