The Getting Started checklist on your VRTrust dashboard guides you through the key setup tasks needed to get your account fully configured. Tasks are organized into three steps, and you can navigate between steps in any order using the numbered tabs at the top of the checklist.
Where to Find the Checklist
The Getting Started checklist is located at the top of your Dashboard when you log in to VRTrust. Click the numbered step tabs (1, 2, 3) to move between sections in any sequence that works for you.
Step 1: Connect Your Accounts
This step focuses on establishing your financial connections before anything else.
Connect a Bank Account — Navigate to the Accounts page and add or review your trust bank account. This is required for bank reconciliation and accurate financial reporting.
Connect a Merchant Processor (Optional) — Connect a payment processor such as Stripe if your business uses one. Skip this step if it does not apply.
Connect Airbnb (Optional) — Link your Airbnb account to sync reservation and payment data. Skip if you do not use Airbnb.
Step 2: Set Up Your Team and Listings
Once your accounts are connected, configure your team and property details.
Invite Team Members — Add new users or update roles for existing team members.
Complete Company Information — Enter your company details so your account is properly identified.
Set Up Listings — Each listing should be fully configured. For each one, you will need to:
Ensure all required fields are completed
Assign an owner (select an existing owner or create a new one)
Enter a starting balance if applicable (amounts due to or from the owner)
Add an owner reserve amount if used
Set a management commission rate
Listings that still need attention will appear under the Needs Attention tab.
Step 3: Enter Opening Balances
This step establishes the correct financial starting point for your VRTrust account. It is one of the most important steps to complete accurately.
Opening Listing Balances — A modal will display all listings. Enter the balances that are due to or from each owner and save your changes.
Taxes Payable — Input the total lodging and occupancy taxes owed across all listings as of your start date.
Advance Deposits — Record payments received before your VRTrust start date for future reservations. The system will auto-populate reservations with payments received before your start date and future check-in dates. You can also add reservations manually or upload them via CSV.
Best practice: Reconcile your transactions in the Bank Reconciliation tab before completing this step to ensure accuracy.
Navigating Between Steps
You do not need to fully complete one step before moving to another. Click any of the numbered tabs at the top of the checklist to jump to a different step at any time. This flexibility lets you set up your account in the order that makes the most sense for your workflow.
After Completing the Checklist
Once all steps are complete, your VRTrust account is fully configured and ready for ongoing reconciliation, reporting, and owner statement management.
If you need to revisit or update your opening balances later, go to Settings and select Opening Balances. From there you can adjust balances and view the underlying journal entries.
If you still have trouble, reach out to our support team.