---
title: Set Up Your Chart of Accounts for QuickBooks Integration
description: Chart of accounts, quickbook
---
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# 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*
**Before You Start**
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](https://help.hoastart.com/overview-of-quickbooks-integration?hsLang=en)
- [Can I map payment categories to QuickBooks Online?](https://help.hoastart.com/can-i-map-payment-categories-to-quickbooks-online?hsLang=en)
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