Set your accounting preferences
Set up categories, vendor tracking, property groups and your bookkeeping start date.
On this page
Sign in to your landlord account.
Step 1: Open Accounting settings
Open Settings, then select Accounting under Money.
Step 2: Review your chart of accounts
Next to Chart of accounts, select Manage or Set up. Use categories to organize income, expenses, assets, liabilities and equity. See the chart-of-accounts guide for help adding categories.
Step 3: Choose whether to track vendors
Turn Vendor tracking on or off. When it is on, select Manage vendors or Manage vendors in RentariIQ to review vendor details and spending.
Step 4: Open sub-portfolios when available
Next to Sub-portfolios, select Open to group properties in the connected RentariIQ workspace.
Step 5: Set the bookkeeping start date
Next to Bookkeeping start date, select Edit. Enter the first date to include and choose Save date. To remove an existing cutoff, choose Use all history. Check that the saved date is correct.
Other accounting tools
Open More accounting tools for Loan payment suggestions, Manage loans and Receipt scanner. To upload a receipt, select Scan a receipt. Available tools depend on your account.
If Receipt email inbox is available, send receipts to the connected address shown there. Review receipts and suggested matches before booking them.
Need help?
For missing transactions, check the bookkeeping date and import results. Review possible duplicates before importing again.
If a setting will not save, correct the highlighted field and try again. When running a report, check its book and property filters.
Check the result
- Your accounting settings show the categories, vendor-tracking choice and bookkeeping start date you selected.
FAQs
Does a sub-portfolio route payments to an LLC?
No. It groups accounting information. Legal entities and payment destinations are separate settings.
Does changing the date remove existing transactions?
No. Existing saved transactions remain. The cutoff applies to statement imports and journal posting; moving it earlier does not automatically fetch older history.
Why do my available tools differ?
Available tools depend on your account’s connections and records. Follow the linked guide for the tool you want to use.