Getting started
Moving rental records out of spreadsheets
Prepare your property list, opening balances and transaction files before your first import.
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Getting started
Share the right portfolio with the right person
Review the portfolio, membership type and connection before giving someone access to your books.
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Make your rental chart of accounts easy to review
Use account types, consistent categories and property assignments to keep your reports understandable.
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A practical glossary for your rental books
Understand the terms you encounter while setting up accounts, booking entries and reviewing reports.
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