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HOA Operations
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min read

What are common mistakes HOAs make when integrating accounting software with management tools?

Common mistakes include mis-mapping accounts, duplicating transactions, and ignoring processing fees. HOALife reduces these errors with clear mapping and automated exports.

Avoiding integration mistakes

Boards often run into problems when integrating their management platform with accounting software. Typical mistakes include mapping dues to incorrect ledger accounts, importing the same transaction multiple times, and failing to account for gateway fees separately.

How to avoid

  • Map carefully: Match each revenue type to the correct QuickBooks account.
  • Use automation: Let HOALife push data rather than manual CSV uploads.
  • Separate fees: Record payment processing fees in an expense account.

HOALife guidance

Our onboarding team assists with account mapping and our integration flags duplicate imports, helping you maintain clean books.

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