<p>How to Categorize and Approve Transactions</p>
<p><iframe allowfullscreen="allowfullscreen" height="408" width="727" src="https://www.youtube.com/embed/0jRV-sUqNpU" title="undefined"></iframe></p>

How to Categorize and Approve Transactions



Fiscal Year vs Calendar Year

User Permissions- Accounting

Bookkeeping and Tax Preparation Services

Change the Date on a Payment in the Accounting Module(General Ledger)

Accounting Reconciliation of Deposits & Fees

How To Create A Budget

Accounting - How to add a starting balance to your account

Profit and Loss Report & Balance Sheet

How to connect your Bank Account to Easy HOA

Account Reconciliation Page

Accounting Main Page of the EasyHOA Software

Accounting Settings page located under the main accounting menu

Budgets Page Of the EasyHOA Software

Chart of Accounts page in the EasyHOA Software

How can i generate a Profit and Loss Report. How does the Balance Sheet work?

How do I add a starting balance to my bank ledger in the accounting module of the software?

How do I Categorize, review, and Approve Transactions

How do i change the date on a payment in the Accounting Module(General Ledger)?

How do i create a budget for my HOA?

I am new to an HOA Board and using easyHOA. I see a budget was created for 2024 and I am wondering how to edit this budget.

I need help connecting my bank account to the EasyHOA software how do I do that?

Our HOA's accounting operates on a fiscal year and not on a traditional calendar year. Where do i go to update the settings for our HOA so that we can show our fiscal year on our accounting reports?

Reports page located under accounting

There is a person on our board that i do not want to have access to the accounting part of the software, how can i make it so they are not able to access reports and change transactions?

Transactions page of the EasyHOA Software

Accounting