Please read through this information before you start.


  1. Create first bank GO Here
  2. Assign bank to property GO Here
  3. Move in tenant GO Here
  4. Create tenant trust bank GO Here
  5. Assign trust bank to tenant GO Here
  6. Post first tenant deposit GO Here


We provide a accounting set up wizard to speed up this process.




Note: Accounting works like a Quickbooks or Xero software although hides the complexity from the user. To accomplish this, the setup establishes the accounting debit/credit foundation.

Note: Adding beginning bank balance is optional 



Select property

Select tenant


No tenant?, create one here


Name bank for rent payments

Name trust bank for rental deposit