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Advanced Accounting

Full-suite property accounting — bills, expenses, bank reconciliation, owner financials, and advanced tools.

8 authors154 articles

Accounting Basics

Core accounting concepts in DoorLoop — chart of accounts, journal entries, and how property accounting works.

Chart of Accounts OverviewTrack all your general ledger accounts, monitor balances, and manage income, expense, and liability accounts in DoorLoop's chart of accounts.
Set Up Your Chart of AccountsAdd and customize accounts in DoorLoop's Chart of Accounts — create revenue, expense, and liability accounts for your specific accounting needs.
Edit an Account Category in the Chart of AccountsRename or fix typos in your DoorLoop chart of accounts categories—edit expense, revenue, or liability account names anytime from accounting settings.
Make an Account Inactive in the Chart of AccountsIf you no longer need a specific account to show up anymore in your Chart of Accounts, you can make it inactive.
Add a Bank Account to DoorLoopAdd your bank accounts in DoorLoop to track money coming in and going out.
Set Up Your Default AccountsControl defaults for the chart of accounts to assist in automating your accounting.
Make a Bank Account InactiveStop a bank account from appearing in DoorLoop without losing any of its transaction history.
Set Up the Opening Balance of a Bank AccountSet the opening balance and accounting start date for each bank account so your DoorLoop records match your real-world bank balances from day one.
Choose an Accounting Start DateChoose an accounting start date in DoorLoop to define when detailed transaction tracking begins—everything before this date is summarized as an opening balance.
Make an Inactive Bank Account Active AgainReactivate a previously inactive bank account in DoorLoop to restore it to your active banking list and resume recording transactions.
Edit the Name and Description of a Bank AccountRename or update the description of any bank account in DoorLoop, including the default Operating Account, from your banking settings.
Create a Journal EntryUsers with advanced accounting knowledge can create their own journal entries.
Add a Credit Card Account to DoorLoop to Track ExpensesIf you use a company credit card for business expenses, you can add them and let DoorLoop track those expenses.
Record That a Credit Card Has Been Paid Off Using a Bank Account TransferRecord paying off your credit card debt from your bank account in DoorLoop.
Record Payments That Are Received Directly by the OwnerIf your owner receives a portion of the rent income directly, here's how you would record that.
How To Write Off Unpaid Rent (Accrual-Based Accounting Only)What to do when a tenant moves out with outstanding charges not covered by their deposits.
How To Write Off Unpaid Rent (Cash-Based and Accrual-Based Accounting)(Simple Method) What to do when a tenant moves out with outstanding charges not covered by their deposits.
Record a Refund For an Application Fee to an ApplicantRefund a duplicate or overpaid rental application fee to a prospect in DoorLoop by creating an expense or voiding the application fee charge.
Refund an Application Fee to an Active TenantRefund a rental application fee to an active DoorLoop tenant by creating an expense transaction recorded against their lease.
Set Up a Revenue Contra AccountContra accounts are reported on the same financial statement as the associated account and used for discounts and allowances.
View the Account Register of a Bank AccountNeed to view the account register? Here's the simplest way to view it.
Transfer Security Deposits When You Are No Longer Managing a PropertyWhat do you do with a security deposit and other deposits when you no longer manage a property?
Enter Historical Transactions Using Journal EntriesWhile we normally don't recommend entering data from before your accounting start date, you can do so with Journal Entries.
Connect Your Bank Account to Plaid to Aid with Bank ReconciliationConnect your bank account transaction data to match transactions in DoorLoop, making bank reconciliation easier.
Opening Balance Wizard - How to Set Your Opening BalancesSet opening balances for your bank accounts in DoorLoop — configure your accounting start date and enter starting balances to get finances set up correctly.

A/P - What You Owe (Bills and Expenses)

Record and pay bills and vendor invoices — manage accounts payable and recurring expenses.

The Difference Between a Bill and an ExpenseIn DoorLoop, you can create bills and expenses, but what are they and which should you use?
Edit or Delete an ExpenseEdit or delete an expense in DoorLoop — correct incorrect amounts, accounts, or dates, or remove expenses entered by mistake.
Create a Recurring BillSet up recurring transactions to automate bill and expense creation.
Create a Recurring ExpenseSet up recurring expenses in DoorLoop for regular, fixed-amount costs — create once and let DoorLoop auto-generate them on schedule.
Edit or Delete Recurring Bills and ExpensesAlter recurring transactions when your scheduled bills or expenses change.
Edit or Delete a BillEdit or delete a vendor bill in DoorLoop to correct amounts, dates, or account assignments—or remove the bill if it was created in error.
Edit or Delete a Bill PaymentYou can edit a bill payment if you need to correct parts of the payment, or delete it if you need to correct a bill.
Add and Apply Vendor Credits to Vendor BillsNeed to add a Vendor Credit and then use it when paying a bill? Here's how.
Create an Expense on Your Property With a Credit Card AccountYou can pay expenses with a credit card but take note that there's a special way you'll need to record this in DoorLoop.
Record a Reimbursement for an Expense That Was Paid and Then RefundedHow record an expense that was recorded as paid, but then refunded back to you.
Record a Vendor Refund to a Credit Card or Bank AccountRecord a vendor refund in DoorLoop when a paid expense or bill is partially or fully refunded — keeps your accounting accurate.
Record When an Owner Pays an Expense DirectlyIf you want to record expenses that are paid directly by the owner, here's how.
Record a Commission Payment to a Realtor or BrokerRecord a realtor or broker commission payment in DoorLoop by creating an expense linked to the vendor and the relevant property.
Why a Property May Not Have Enough Available Funds to Pay a BillUnderstand why DoorLoop shows insufficient funds when paying a bill — how available funds are calculated and what to do to fix it.
Send an Invoice to an OwnerIf you are trying to send an invoice to your owner, you would send them a copy of the bill you want them to pay.
Portfolio-Level Allocations for Expenses, Bills, and Vendor Credits for Multiple PropertiesYou can create bulk allocations for expenses, bills, and vendor credits on a portfolio level.
Unit-Level Allocations for Expenses, Bills, and Vendor Credits for Multiple PropertiesAllocate expenses, bills, and vendor credits across multiple units on a property in DoorLoop—useful for shared costs like landscaping or utilities.
Create a BillCreate vendor bills in DoorLoop to record what you owe for property services, repairs, or supplies—then pay them when you're ready.
Create an ExpenseRecord property expenses in DoorLoop to track maintenance costs, utilities, and other spending—automatically linked to your chart of accounts.
Pay a BillRecord a bill payment in DoorLoop to mark vendor invoices as paid and keep your accounts payable accurate after paying outside the system.

Business Verification - Powered by Stripe

Verify your business with Stripe to enable online rent collection and ACH payments from tenants.

What is a Merchant Account and the Responsibilities Associated With ItApplied for a merchant account? Here are things to know about it and what responsibilities come with having one.
Why Applying for a Payment Account Requires Business VerificationBusiness verification is required to apply for a DoorLoop merchant account—mandated by federal regulations including the Patriot Act and Bank Secrecy Act.
Set Up Property Bank AccountsConfigure which bank accounts are used for rent payments and security deposits — at the company level or per property.
The ePay Funding Cycle for Online Tenant Payments (US)How the ePay funding cycle works in DoorLoop for US tenants — understand processing times from tenant payment to funds in your bank account.
The ePay Funding Cycle for Online Tenant Payments (Canada)How the ePay funding cycle works for Canadian tenants in DoorLoop — explains payment processing times from submission to bank deposit.
Best Practices To Get Your Tenants To Pay OnlineTips to boost online rent payment adoption in DoorLoop — strategies to encourage tenants to pay through the portal and reduce manual collection.
Check Online Payments Status and When Payments Will Be DepositedTrack online tenant payments and deposit timelines in DoorLoop's Incoming Payments page — view statuses, processing times, and Stripe details.
View ePay Transactions and Details of an ePay DepositView and track ePay transactions in DoorLoop — see which tenant payments make up each Stripe deposit and check individual payment details.
Now Available: Apple Pay and Google Pay for Tenant Rent PaymentsTenants can pay rent in DoorLoop using Apple Pay and Google Pay—available whenever credit card payments are enabled on the tenant portal.
Request a Limit Increase for Rent PaymentsThere is a limit placed on the maximum amount tenants can pay by credit and debit cards, or ACH, but you can request a limit increase.
Update Your Business Verification InformationUpdate your merchant account business verification details in DoorLoop—covers changes to deposit account info, business address, and legal entity data.
View Your Merchant Account's Max Payment Limits for Tenant Rent PaymentsYou can check what your tenant's payment limits are when making payments online.
ACH Payment Return Codes and What They MeanACH return codes explained for DoorLoop users — understand why tenant payments fail, from insufficient funds to closed accounts and invalid routing numbers.
Submit a Business Verification Application to Accept Online Payments - Powered by StripeSumit a business verification application to receive online payments from your tenants.
Updated Terms of Service and Business Verification Requirements for 2026DoorLoop's 2026 update: US customers must complete business verification and accept updated Terms of Service to keep Stripe payments uninterrupted.
Troubleshoot the Merchant Account "Action Required" BannerThis article explains what triggers the Action Required banner on your DoorLoop merchant account, which documents Stripe may ask for, and what to do when the banner won't clear after…

Outgoing Payments - Powered by Checkbook.io

Send digital or physical checks to owners and vendors via Checkbook.io — directly from DoorLoop.

Set Up Outgoing Payments - Powered by Checkbook.io and PlaidSet up outgoing payments via Checkbook.io and Plaid to pay vendor bills, owner distributions, and tenant deposit refunds directly from DoorLoop.
View Your Outgoing Payment LimitsView your DoorLoop outgoing payment transaction limits—set automatically to protect against fraud and visible from your Outgoing Payments settings.
Bank Account Mismatch Error When Setting Up Outgoing PaymentsIf you received a Bank Account Mismatch error while applying for outgoing payments, it's because the accounts didn't match.
Mail a Paper Check to Your Owners, Vendors, and Tenants With Outgoing Payments - Powered by Checkbook.ioSend a physical check to your owners, vendors, or tenants; you can do so with Outgoing Payments - Powered by Checkbook.io.
Send an Outgoing Payment to a Tenant, Vendor, or OwnerSend an ePay outgoing payment to tenants, vendors, or owners in DoorLoop after creating a refund, expense, or distribution with the ePay payment method.
Set Up a Tenant's Outgoing Payments InformationConfigure a tenant's outgoing payment details in DoorLoop before sending refunds or security deposit returns via ePay through Checkbook.io.
Set Up an Owner's Outgoing Payments InformationConfigure an owner's outgoing payment details in DoorLoop—required before sending owner distributions or security deposit transfers via ePay.
Set Up a Vendor's Outgoing Payments InformationConfigure a vendor's outgoing payment details in DoorLoop before sending bill payments or expense payments via ePay through Checkbook.io.
Outgoing Payment Recipient Information Saved to Checkbook.ioWhen you send a tenant, owner, or vendor an outgoing payment, their payment information is saved to Checkbook.io.
Outgoing Payments Status OverviewCheck the status of your send payments to see if they've been received or not.
Void Payments Sent From Outgoing PaymentsVoid a sent outgoing payment in DoorLoop to cancel an ePay transaction—works for payments sent via Checkbook.io and Plaid before they are processed.
Void Payments Sent From Checkbook.ioIf you sent a payment (eCheck/printed checks) through Checkbook.io, here's how you would void the payment.
Set Up Checkbook.io to Avoid Outgoing Payment ErrorsTips for making your Checkbook.io experience as painless as possible when sending payments.
Troubleshoot Common Checkbook.io ErrorsGetting an error when sending outgoing payments through Checkbook.io in DoorLoop? Learn how to troubleshoot and fix the most common error codes, including bank verification issues, sending limit errors, and…
Increase the Sending Limit for Checkbook.io PaymentsIncrease the default Checkbook.io sending limit in DoorLoop — fix the '400 Daily Limit Exceeded' error by raising daily, per-payment, and monthly caps.
Add a Signature for Checkbook.io PaymentsAdd a signature to your Checkbook.io account to send outgoing payments over $2,000—required to resolve the '400 Amount requires a signature' error.
Add and Verify Your Bank Accounts in Checkbook.ioValidate your bank accounts in Checkbook.io so you can link them to DoorLoop.
Reset Your Checkbook.io Connection and Enter New API KeysReset and re-enter your Checkbook.io API keys in DoorLoop — refreshes the connection when your credentials change or expire.
View the Status of an Outgoing Payment From the Checkbook.io DashboardView more detailed information about your outgoing payments from your Checkbook.io dashboard.
Send Outgoing Payments in BulkSend multiple outgoing ePay payments to tenants, vendors, and owners at once using DoorLoop's bulk send feature in Outgoing Payments.
Migrate Your Old Checkbook.io Account to the New Outgoing PaymentsUpgrade from the legacy Checkbook.io setup to DoorLoop's new Outgoing Payments feature—fully integrated, faster, and easier to manage.
Set Up Checkbook.io to Send Outgoing Payments Electronically [Canada Only]Send payments to your owners, vendors, and even refund tenants with eCheck/ACH or printed checks through Checkbook.io.

BankConnect & Reconciliation

Connect your bank to automatically import transactions and reconcile your books against your bank statement.

Bank Transactions vs ReconciliationUnderstand bank reconciliation in DoorLoop and how importing transactions with Plaid helps you match DoorLoop records to your bank statement.
Bank Reconciliation in DoorLoopEasily match transactions and keep everything in sync with bank reconciliation.
Reconcile Back to the Beginning of My Account in DoorLoopSteps for reconciling starting from your opening balance and accounting start date.
Transactions Which Are Reconciled Cannot be Edited or DeletedHow DoorLoop helps you avoid wrecking your financials and keeping your accounting accurate.
Undo a ReconciliationUndo a bank reconciliation in DoorLoop — when to do it, the risks involved, and how to reverse a completed reconciliation carefully.
Common Reconciliation ProblemsTroubleshoot bank reconciliation issues in DoorLoop—covers common mistakes like timing differences, duplicate entries, and uncleared transactions.
View Which Transactions in DoorLoop that Have Not Been ReconciledView uncleared and unreconciled transactions on your account register.
Import Transactions with PlaidConnect to your bank account to match transactions in DoorLoop, making bank reconciliation easier.
Import Transactions with Plaid to Enter Missing Transactions in DoorLoopWhen matching transactions with Plaid, you can create missing transactions while reviewing bank transactions.
Exclude Transactions from Bank TransactionsSometimes pulling transactions from your bank via BankConnect and Plaid can cause duplicates to appear. Here's what to do if this happens.
Undo Categorized Transactions under Bank TransactionsUndo transaction matching in BankConnect if done in error or if you need to make changes.
Use Bank Transactions to Record Payments to an Investment AccountIf you need to keep track of payments made to an investment account, you can use Bank Transactions to record these as expenses.
Disconnect a Bank Account from Importing Transactions with PlaidSometimes, you need to start over and that means disconnecting your Plaid account from DoorLoop. Here's how.
Fix “... Already Connected to a Bank Account in Doorloop” Error When Connecting a New Bank AccountWhat to do if you get the "... Already connected to a Bank Account in DoorLoop" error when trying to connect a new bank account to Plaid?
Troubleshoot Plaid Bank Connection Errors in DoorLoopThis article walks you through the most common Plaid connection problems in DoorLoop — including re-authentication errors, "already connected" messages, invalid credentials, expired logins, and bank-specific connectivity issues.
Why Old Transactions Reappear in DoorLoop (and How to Exclude Them)This article explains why previously-imported bank transactions sometimes reappear in DoorLoop and walks you through how to exclude them — individually or in bulk.