Set Up Your Chart of Accounts for QuickBooks Integration

Set Up Your Chart of Accounts for QuickBooks Integration

Also searched as: QuickBooks chart of accounts setup, create accounts for HOA payments, Accountant view vs Business view

Log in to your QuickBooks account. This guide's screenshots use QuickBooks' Accountant view, and we recommend using that view for initial setup — you can switch back to Business view afterward.

If your account is set to Business view:

1. Click the Settings icon (gear) at the top right of the window.
2. Click Switch to Accountant view at the bottom right of the Settings window.

 Create or Confirm Your Accounts

1. In the vertical menu at the left, click Accounting, then Chart of accounts. (You can also reach this through the Settings icon — in the "Your Company" column, click Chart of accounts.)
2. Categorize each type of payment that will flow from your website into QuickBooks: Dues, Amenities, Events, and One-Time Charges. (Depending on your website plan, you may not receive payments in all four categories.)
3. To create an account that doesn't already exist, open the New dropdown menu at the top right of the window.
4. Click the Banks icon to designate the account type.
5. From the Save account under dropdown, select or create the appropriate account category. Consult your accountant or bookkeeper on the correct designation.
6. From the Tax form section dropdown, select the appropriate designation (again, confirm with your accountant/bookkeeper).
7. Enter a name in the Account name field and a description in the Description field.
8. Click Save.
9. Repeat for each account category you need.

Make note of the exact names you use for each account — you'll need to match these names when you set up payment categories in your website's settings.

 Related Articles

• Overview of QuickBooks Integration
• Map Payment Categories to QuickBooks Accounts