Help Centre

Can I stop accounting setup halfway and finish later?

ForLandlordsProperty managers

Who can do this

Landlord and Organization accounts.

Where to find it

The accounting setup panel.

Steps

  1. Click the close button (X) at any time. Every step you pressed Continue on is already saved.
  2. To come back, open the hub tile again and click Set up → Set up accounting, or go to Settings → Accounting.

What happens next

The panel waits for your saved answers and opens with them filled in. A logo you already uploaded isn't uploaded again. If you change an answer and click Finish setup without pressing that step's Continue, the change is still saved.

Good to know

Leaving from the import path (the X, or I'll do this later on the intro) asks Skip accounting setup? first ("These settings let Kera calculate your GST/HST, management fees, owner statements, and trust safeguards automatically..."). Click Skip for now to leave. From the hub tile, the X returns to the hub without asking.

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