{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/41e5caa7417d4fafb65c0463ded45f21\" frameborder=\"0\" width=\"1280\" height=\"960\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":960,"width":1280,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":960,"thumbnail_width":1280,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/41e5caa7417d4fafb65c0463ded45f21-39f88e4e5a9331de.gif","duration":579.666667,"title":"Setting Up QuickBooks Chart of Accounts","description":"This Loom explains how to set up QuickBooks chart of accounts to enable No. ser ts and QuickBooks integration. It outlines three main steps overall, then focuses on preparing QuickBooks accounts using a recommended insurance agency chart of accounts spreadsheet, noting QuickBooks has default small-business child accounts that are not ideal for insurance agencies. The presenter shows importing shadow accounts from an Excel file, warns that once imported accounts cannot be deleted, and suggests unchecking unwanted accounts before import. They emphasize keeping the required subaccount format with two dots, and then demonstrate resulting accounts such as operating and trust accounts, accounts receivable categories like finance companies and agency business, and commission receivable and commission income related subaccounts."}