Getting Started 2 - Kickstart Your Accounting

Before you can run expenses, pay out owners, or trust your reports, your accounting foundation needs to be solid. This focused session walks you through the essential setup steps that unlock everything else in DoorLoop — so you go live with clean books from day one.

It's shorter than other sessions by design: every minute is hands-on, high-impact setup that prevents bigger headaches down the road.

WHAT WE'LL COVER

• Why every account tied to your properties — operating, security deposit, escrow, credit cards — needs to be in DoorLoop before you begin recording transactions.
• Choosing the right accounting start date
• Setting opening balances correctly
• Connecting Plaid for transaction sync
• Setting up outgoing payments
• How to check and request increases to your Stripe sending limits.