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Getting Started Module 3: Kickstart Accounting

Samuel avatar
Written by Samuel
Updated this week

Overview

Ensure your accounting system is set up correctly from the start to avoid costly errors down the road. This includes properly establishing your chart of accounts, setting accurate opening balances, and connecting your bank accounts through Plaid to streamline transaction imports and reconciliation.

Basic Accounting Setup

Take control of your financial operations like never before. Ensure pinpoint-accurate financial reporting that gives you confidence in every number. Streamline and automate your accounting workflows to save time, reduce errors, and keep your team focused on what matters most.

Training Videos

If you need training videos to help guide you through your first days with DoorLoop, check out DoorLoop University! These courses are available here: Getting Started Module 1: Data Entry & Banking.


Next Steps

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