1. Access the Accounting Partner Console 0:03
Log in to your accounting partner console.
Locate the main menu on the left-hand side.
2. Create a New Team 0:03
Click on 'Create team' in the upper right-hand corner.
Select your company as the partner.
Enter the desired team name.
3. Select Product for Team Setup 0:21
Choose 'VRTrust' from the product options.
4. Copy Chart of Accounts (if applicable) 0:21
If you have existing teams, you can copy the chart of accounts from one of them.
If this is your first team, select the default chart of accounts.
5. Enter Company Information 0:37
Input the company name that will appear on owner statements (e.g., 'Vacation Rental Company').
Optionally, enter an email and phone number for the owner statements.
6. TIN and Address Information 0:47
If you do not have a TIN for the property manager, check the box to skip this step.
Optionally, add an address that will appear on owner statements.
7. Finalize Team Creation 0:56
Click 'Create Team' to finalize the setup.
8. Connect Your Property Management System (PMS) 1:12
After team creation, you will be redirected to the 'Connect Your PMS' screen.
Authenticate your property management system through available integrations.
9. Follow Onboarding Process 1:26
Continue through the standard onboarding process for property management companies.
Refer to step-by-step instructions available in the support center.
10. Contact Support if Needed 1:35
If you require assistance, send a message through the support chat.