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.
Chart of Accounts
General Ledger
Journal
Banks and Integrations
- 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 remove an account that I no longer want to track?
- 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?
Transactions
- What is the CSV Import feature?
- What is automatic finance tracking?
- What is manual finance tracking?
- How do I edit transactions in the Transactions Dashboard?
- Can I search the Transactions Dashboard?
- How do I use the Transactions Dashboard?
- What is the Transactions Dashboard?
- What are Money In Rules?
- 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 Expense Rules?
- What are vendors?
- How do I use the Money Out Dashboard?
- What is 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?