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Step 1: Navigate to edit a Listing
In BnbTally, select "Listing Rules" on the left menu and select to edit any listing by clicking its edit link on the right.
Step 2: Load presets and select template
When editing a listing for the first time, you'll be presented with the option to "Load Presets" and select a template.
For convenience, you can choose from our list of templates, which we can import our chart of accounts and set them as defaults to make setup faster.
Once you select a template, BnbTally will load presets for the listing rules, which include income and refund rules. To learn more about the varying templates and business models, be sure to read the following article...
More on Airbnb Accounting Templates & Business Models
For a brief overview of Airbnb accounting templates and business models, check out this video...
Step 3: Set Customer
On the invoice, you can set the guest as the customer of the invoice, but you can also set any existing customer from your QuickBooks organization.
Step 4: Save and Enable
At the top right, click "Save & Enable". You can always rollback anything created in QuickBooks or Xero, which will be discussed in next steps. 😊
If you'd like to learn more about all the details of the listing rules you can configure in your settings, check the following article: Airbnb Listing Setup (Comprehensive Tutorial)
The moment you save and enable your listing rules, you can begin to pull reservations from Historical Import. This concludes our guide to setting up your first listing in BnbTally. Refer back to your checklist for next steps.
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DISCLAIMER: BnbTally is a software product that automates bookkeeping processes defined by you, the user. We are not your accountant or financial advisor and any information we provide does not bind us into an accountant-client relationship. Any template, guide, tips, software preset or recommendation provided in any of our correspondence, within the BnbTally product, within our support documentation or within our publications are for informational purposes only and must not be considered individualized advice. This includes, but is not limited to, any information about your general ledger, chart of accounts, how to allocate transactions, how to classify financial events; any information about balancing, reconciling or auditing any bank account, payment clearing account, undeposited funds account or any other kind of account. While BnbTally may, at its own discretion, support users in their learning of the BnbTally software product itself, we are not obligated to provide individualized or one-on-one training. In any case, we do not recommend that you act upon any information you do not fully understand and we strongly advise you to seek the advice of a third-party accountant, CPA or tax advisor to interpret, understand and validate any information, accounting strategy, bookkeeping method, BnbTally setup or any software configuration.