Floorzap Accounting
Floorzap Accounting is used for managing your GL, charts of accounts, transactions, and accounting workflows in Floorzap, helping you keep finances accurate, compliant, and in sync.
59 articles
- What financial institutions does Floorzap support linking?
- How do I link my financial institution with Floorzap?
- Is it secure to link my financial institution with Floorzap?
- Why should I link my financial institution?
- How much transaction history is imported when I link an account?
- Can I create a rule to automatically tag all transactions from a specific account?
- Can I link a new card or account that I opened or updated at a financial institution I’ve already linked?
- How quickly are new transactions imported?
- How do I create a Manually Tracked Account?
- Merging a Manually Tracked Account with a linked account
- What is a Manually Tracked Account?
- Can I remove an account that I no longer want to track?
- What is the CSV Import feature?
- Understanding Finance Tracking
- How do I find & edit transactions in the Transactions Dashboard?
- How do I use the Transactions Dashboard?
- What is the Money In Dashboard?
- How do I track refunds that I issue my clients?
- How do I use the Money In Dashboard?
- What are Money In Rules?
- What are Expense Rules?
- What are vendors?
- How do I use the Money Out Dashboard?
- How do I track refunds that I receive for my purchases?
- Can I add receipts to my expenses?
- What are Expense Categories?
- How do I track transfers between my accounts (e.g. credit card payments, transfers from checking to savings, etc.)?
- What are the options for tracking my finances?