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A chart of accounts built for a contractor.

85 accounts, numbered, with the direct-cost and overhead split done properly. Take it, change it, use it. There is no email box on this page.

QuickBooks offers you a chart built for a business that buys things and sells them off a shelf. You send people and material to a job site and hope the two add up to less than what the customer pays. That mismatch is why so many contractors have tidy-looking books that cannot answer a single useful question.

Assets

1000–1999

What the business owns or is owed. The three that most contractor charts are missing entirely are retainage receivable, work in progress and a separate tax reserve.

Assets, accounts 1000–1999
CodeAccount
1000Operating checking
1010Payroll checkingSeparate account, so payroll money is never accidentally spent on anything else.
1020Tax reserve savingsWhere withheld payroll tax and sales tax sit until remitted. Money held in trust should not share an account with money you own.
1050Undeposited funds
1100Accounts receivable
1150Retainage receivableSplit from ordinary AR. It is not a late invoice and chasing it as one wastes time — it is earned money released on a contractual trigger.
1200Work in progressCosts incurred on jobs not yet complete. Needed on anything running longer than a month.
1250Costs in excess of billingsUnderbilling. You have done work you have not invoiced — you are financing the customer.
1300Inventory — warehouse
1310Inventory — truck stockWorth separating. Truck stock behaves differently from warehouse stock and disappears differently too.
1400Prepaid insurance
1410Prepaid expenses — other
1500Vehicles
1510Equipment and machinery
1520Tools
1530Leasehold improvements
1590Accumulated depreciationContra-asset.

Liabilities

2000–2999

What the business owes. Payroll tax liabilities are broken out deliberately — these are the accounts that must clear to zero after every deposit, and a balance that never clears is the earliest warning sign in a contractor’s books.

Liabilities, accounts 2000–2999
CodeAccount
2000Accounts payable
2050Credit cards
2100Accrued payroll
2110Payroll taxes payable — federal withholdingTrust fund money. Never company money.
2115Payroll taxes payable — FICA
2120Payroll taxes payable — state
2125Unemployment taxes payable
2130Garnishments and withholdings payable
2200Sales tax payableAlso collected on someone else’s behalf. Treat like payroll tax, not like revenue.
2250Customer depositsA liability, not income. You owe work, not money — but you owe something.
2260Billings in excess of costsOverbilling. The account that makes a bank balance look healthier than the business is.
2300Retainage payableWhat you hold from your own subs.
2400Line of credit
2500Equipment loans
2510Vehicle loans
2600Long-term debt

Equity

3000–3999

The owner’s stake. Keep draws separate from wages — an owner who takes everything as a draw has no labour cost in the books, which makes every margin on every job wrong.

Equity, accounts 3000–3999
CodeAccount
3000Owner’s capital / contributions
3100Owner’s draw
3200Retained earnings
3300Distributions

Income

4000–4999

Split by the kind of work, not by customer. This is what lets you answer "which line of work actually pays" — a single Sales account can never answer it, no matter how good the rest of the books are.

Income, accounts 4000–4999
CodeAccount
4000Service and repair revenue
4100Installation and replacement revenue
4200Maintenance agreement revenueRecurring revenue is worth its own line — it is the number that most changes what the business is worth.
4300New construction revenue
4400Warranty revenue
4500Equipment and material sales
4900Discounts and allowancesContra-revenue.

Direct costs (cost of goods sold)

5000–5999

The test for every account in this block: would you have spent it if the job had not happened? If the answer is no, it belongs here. If yes, it belongs in overhead. This split is the whole reason the chart exists.

Direct costs (cost of goods sold), accounts 5000–5999
CodeAccount
5000Direct labor — field wages
5010Direct labor — payroll taxesBurden belongs with the wage, not in overhead. Separating them is what makes a job cost real.
5020Direct labor — workers compensation
5030Direct labor — benefits
5100Materials
5150Equipment purchased for jobs
5200Subcontractors
5300Permits and inspection fees
5400Equipment rental — job specific
5500Disposal and dumpster
5600Job travel and freight
5700Warranty and callback costsThe account almost nobody creates, and the one that quietly explains where a good-looking margin went.
5800Small tools and consumables

Overhead

6000–6999

Everything you would still pay next month if no work came in. Keep it out of the 5000s at all costs — overhead misclassified as direct cost makes your margin look worse than it is, and direct cost buried in overhead makes it look better, which is the direction that does real damage.

Overhead, accounts 6000–6999
CodeAccount
6000Owner and officer compensationA real wage for the management work, separate from the draw.
6010Office and administrative wages
6020Payroll taxes — overhead staff
6050Employee benefits — overhead staff
6100Rent — shop and office
6110Utilities
6150Telephone and internet
6200Insurance — general liability
6210Insurance — vehicle
6220Insurance — umbrella and other
6300Vehicle — fuelNon-job driving. Fuel burned getting to a specific job is arguably a 5600. Pick one treatment and never change it.
6310Vehicle — repairs and maintenance
6320Vehicle — lease and depreciation
6400Advertising and marketing
6410Software and subscriptions
6500Professional fees — legal
6510Professional fees — accounting
6600Licenses and permits — company
6650Dues and memberships
6700Training and certification
6800Bank and merchant processing fees
6850Bad debt
6900Depreciation
6950Office supplies

Other income and expense

7000–7999

Anything that is not the business doing its business. Keeping these out of the 4000s and 6000s stops a one-off equipment sale from looking like a good month.

Other income and expense, accounts 7000–7999
CodeAccount
7000Interest income
7100Interest expense
7200Gain or loss on disposal of assets
7900Income tax expense

Using it

The gaps in the numbering are deliberate. Every block leaves room to insert your own accounts without renumbering everything below them, which is the single most common thing missing from charts copied off a forum.

Do not adopt all 85 on day one. An account you never post to is worse than no account, because it makes the list long enough that people stop reading it and start guessing. Start with the 5000 and 6000 blocks — the direct-cost and overhead split is where nearly all the value is — and add the rest as the business genuinely needs them.

Whatever you decide about the awkward cases, decide once. A category that moves between buckets from year to year makes every year-on-year comparison meaningless, which costs more than getting the original call slightly wrong.

For the reasoning behind the structure, read why a contractor’s chart of accounts has to be different. For the terms in it, there is a glossary.

A chart is a container. The books are the work.

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