Accounting Partners
Help articles for accounting partners
20 articles
- What is an Accounting Partner?Learn what it means to become an accounting partner, the benefits, and how partner accounts differ from standard property manager accounts in VRTrust.
- New Accounting Partner Onboarding GuideInstructions and specs for accounting firms joining the VRTrust Partner Program
- Accounting Partner Console OverviewThis article gives an overview of the accounting partner console and relevant features found there
- How Accounting Partner Billing WorksAccounting Partner discount tiers, partner-billed vs. direct-billed teams, and team subscription minimums
- How to Update Your Payment Method (Accounting Partners)Update the card on file for your Accounting Partner console under Team Settings.
- What You See vs. What Owners See: A Side-by-Side GuideWhat property owners see in their portal versus what admin users see in VRTrust, side by side.
- Setting Up a New TeamHow to set up a team (for accounting partners only)
- How to Cancel or Remove a Client Team (Accounting Partners)Deactivate a client team or remove it from your Accounting Partner console, and what each option does to access and billing.
- Migrating a Team to a New PMS through the VRTrust MCPSwitch a client from one property management system (PMS) to another using an AI assistant
- How Historical Owner Statement Migration Works in VRTrustUnderstand how legacy owner statements are imported and mapped through the VRPlatform MCP when migrating to VRTrust, and what to expect afterward.
- Sales & Lodging Tax Adjustments in VRTrust: A QuickBooks ComparisonWhy tax-collected-vs-remitted adjustments are entered as line items on a bank expense transaction in VRTrust instead of a standalone journal entry, and how that differs from QuickBooks.
- On-Demand WebinarsExplore and watch VRTrust webinar recordings
Migrating Teams to VRTrust
Help articles and guides to ensure a smooth transition from our legacy platform to VRTrust.
- Migrating to VRTrust: The Complete Guide for Accounting PartnersA resource hub for accounting partners migrating their teams to VRTrust
- Migrating a Team to VRTrust Using the MCPMove a client team to VRTrust through an AI assistant
- VRI → VRT Migration ChecklistThe step-by-step guide for accounting partners migrating legacy teams to VRTrust
- How to duplicate a VRPlatform team and create a new VRTrust team (for accounting partners)Learn how to duplicate an existing team from the legacy platform and automatically generate a new VRTrust environment with ownership structures carried over.
- Reassigning Products and Services Before Retiring QuickBooks Accounts (VRTrust Migration)Move every QuickBooks product/service off an account you're retiring and onto a generic sales account before you deactivate that account.
- Voiding Invoices and Bills in QuickBooks When You Switch to VRTrustVoid (not delete) QuickBooks invoices and bills dated after your VRTrust Go-Live date, then journal applied payments to Trust Liabilities.
- Journaling Out Trust Liabilities in QuickBooks When You Switch to VRTrustBring your QBO trust liability accounts down to zero once VRTrust becomes the system of record, so the balance doesn't sit stale and the accounts are ready to deactivate.
- Deactivating the Old Chart of Accounts After Migrating to VRTrustThe last step in a QBO wind-down: confirm nothing still points to the old accounts, then make them inactive.