What this does: Points you to a step-by-step month-end guide for REALTOR® associations, with review checklists and sample reports.
Applies to: GrowthZone REALTOR® edition, when GrowthZone is your accounting system. Not for QuickBooks Online (QBO) users.
Before you start: Know your usual month-end routine. Your own practices set how often you reconcile.
Time needed: Varies with your transaction volume.
Get the month-end guide
Download the Month End Processes for REALTOR® Associations (PDF, 1.5 MB). It covers the steps to follow, the items to review, and the reports to run, with screenshots of each report.
Treat the steps as suggestions for a general monthly reconciliation. Adjust them to match how your association works.
Using QuickBooks Online: If you use QBO, you reconcile in QuickBooks, so this guide does not apply. Send questions about QuickBooks itself to the Intuit Help Center.