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
How do I manage the GL accounts in the Chart of Accounts?
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?