How do I open the Accounting settings?

ForLandlordsProperty managers

Who can do this

Landlord; Organization users with Configure Accounting Settings.

Where to find it

Account menu → Settings → Accounting, or Accounting → ⋮ → Link Financial Account.

Steps

Open the tab. It's titled Accounting ("Connect your bank accounts and manage your transaction settings").

What happens next

Landlord: sees Bank accounts, E-transfer senders (once a bank is added) and Sync transactions.
Organization: also sees the rent, trust, GST/HST, statement, bill approval and fee settings, Chart of Accounts, Portfolio Consolidation, Audit Log and Data source.

Good to know

Without View Accounting, the bank accounts and ledger tools are hidden. Without Manage Integrations, there's no Data source.

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