Advanced Accounting
How to do your property accounting in DoorLoop.
By Nolan and 7 others8 authors150 articles
Chart of Accounts Overview
Set Up Your Chart of Accounts
Edit an Account Category in the Chart of Accounts
Make an Account Inactive in the Chart of Accounts
Set Up Your Default Accounts
Add a Bank Account to DoorLoop
Make a Bank Account Inactive
Make an Inactive Bank Account Active Again
Edit the Name and Description of a Bank Account
Create a Journal Entry
Add a Credit Card Account to DoorLoop to Track Expenses
Record That a Credit Card Has Been Paid Off Using a Bank Account Transfer
Record Payments That Are Received Directly by the Owner
How To Write Off Unpaid Rent (Accrual-Based Accounting Only)
How To Write Off Unpaid Rent (Cash-Based and Accrual-Based Accounting)
Refund an Application Fee to an Applicant
Refund an Application Fee to an Active Tenant
Set Up a Revenue Contra Account
View the Account Register of a Bank Account
Transfer Security Deposits When You Are No Longer Managing a Property
Enter Historical Transactions Using Journal Entries
Choose an Accounting Start Date
Set Up an Accounting Start Date For Your Bank Accounts and Leases
Set Up the Opening Balance of a Bank Account
Opening Balance Wizard - How to Set Your Opening Balances
View the Opening Balance of a Bank Account
Edit Your Accounting Start Date or Opening Balance
Set a Negative Opening Balance on a Property
Edit the Opening Balance on a Bank Account
Associate the Opening Balance of Your Bank Accounts to Your Properties
The Consequences of Editing the Opening Balance of a Bank Account
The Difference Between a Bill and an Expense
Create an Expense
Edit or Delete an Expense
Create a Recurring Bill
Create a Recurring Expense
Edit or Delete Recurring Bills and Expenses
Create a Bill
Edit or Delete a Bill
Edit or Delete a Bill Payment
Pay a Bill
Add and Apply Vendor Credits to Vendor Bills
Create an Expense on Your Property With a Credit Card Account
Record a Reimbursement for an Expense That Was Paid and Then Refunded
Record a Vendor Refund to a Credit Card or Bank Account
Record When an Owner Pays an Expense Directly
Record a Commission Payment to a Realtor or Broker
Why a Property May Not Have Enough Available Funds to Pay a Bill
Send an Invoice to an Owner
Portfolio-Level Allocations for Expenses, Bills, and Vendor Credits for Multiple Properties
Unit-Level Allocations for Expenses, Bills, and Vendor Credits for Multiple Properties
Submit a Business Verification Application to Accept Online Payments - Powered by Stripe
What is a Merchant Account and the Responsibilities Associated With It
Why Applying for a Payment Account Requires Business Verification
Set Up Property Bank Accounts
The ePay Funding Cycle for Online Tenant Payments (US)
The ePay Funding Cycle for Online Tenant Payments (Canada)
Best Practices To Get Your Tenants To Pay Online
Check Online Payments Status and When Payments Will Be Deposited
View ePay Transactions and Details of an ePay Deposit
Tenants Can Now Pay Rent With Apple Pay and Google Pay
Request a Limit Increase for Rent Payments
Update Your Business Verification Information
View Your Merchant Account's Max Payment Limits for Tenant Rent Payments
ACH Payment Return Codes and What They Mean
Set Up Outgoing Payments - Powered by Checkbook.io and Plaid
View Your Outgoing Payment Limits
Bank Account Mismatch Error When Setting Up Outgoing Payments
Mail a Paper Check to Your Owners, Vendors, and Tenants With Outgoing Payments - Powered by Checkbook.io
Send an Outgoing Payment to a Tenant, Vendor, or Owner
Set Up a Tenant's Outgoing Payments Information
Set Up an Owner's Outgoing Payments Information
Set Up a Vendor's Outgoing Payments Information
Outgoing Payment Recipient Information Saved to Checkbook.io
Outgoing Payments Status Overview
Void Payments Sent From Outgoing Payments
Void Payments Sent From Checkbook.io
Set Up Checkbook.io to Avoid Outgoing Payment Errors
Troubleshoot Common Checkbook.io Errors
Increase the Sending Limit for Checkbook.io Payments
Add a Signature for Checkbook.io Payments
Add and Verify Your Bank Accounts in Checkbook.io
Reset Your Checkbook.io Connection and Enter New API Keys
View the Status of an Outgoing Payment From the Checkbook.io Dashboard
Send Outgoing Payments in Bulk
Migrate Your Old Checkbook.io Account to the New Outgoing Payments
Set Up Checkbook.io to Send Outgoing Payments Electronically [Canada Only]
Bank Reconciliation Overview
Bank Transactions vs Reconciliation
Reconcile Back to the Beginning of My Account in DoorLoop
Transactions Which Are Reconciled Cannot be Edited or Deleted
Undo a Reconciliation
Common Reconciliation Problems
View Which Transactions in DoorLoop that Have Not Been Reconciled
Import Transactions with Plaid
Import Transactions with Plaid to Enter Missing Transactions in DoorLoop
Exclude Transactions from Bank Transactions
Undo Categorized Transactions under Bank Transactions
Use Bank Transactions to Record Payments to an Investment Account
Disconnect a Bank Account from Importing Transactions with Plaid
Fix “... Already Connected to a Bank Account in Doorloop” Error When Connecting a New Bank Account
Bank Reconciliation in DoorLoop
Connect Your Bank Account to Plaid to Aid with Bank Reconciliation