Many property managers move to AppFolio from another property management or accounting system. While AppFolio is a powerful platform, it is very different from most other software — especially when it comes to AppFolio accounting, trust accounting, and reporting.

Because of these differences, data imported or recreated during the transition is often not fully cleaned up or properly aligned with AppFolio best practices. On the surface, the books may seem fine, but underlying issues can affect the accuracy of financial reports and owner statements.

Common Issues After Switching to AppFolio

After a transition from another system, we often see:
- Chart of accounts that doesn’t match AppFolio reporting standards
- Income and expenses mapped incorrectly during data import
- Beginning balances that don’t reconcile to bank or trust accounts
- Owner equity and trust balances that don’t tie out
- Duplicate vendors, properties, or accounts created during setup
- Reports that don’t match expectations from prior software

These issues are common and usually result from the differences in AppFolio accounting structure.

Why AppFolio Cleanup Matters

When cleanup is skipped after moving to AppFolio, errors compound over time. Reconciliations become harder, reports lose reliability, and it becomes difficult to explain numbers to owners or stakeholders.

A professional AppFolio cleanup ensures:
- Accurate starting balances in AppFolio
- Bank and trust accounts fully reconciled
- Owner statements and property reports that are reliable
- A setup designed for long-term growth and accurate AppFolio accounting

Getting this right early — or correcting it later — saves significant time and stress.

Our AppFolio Cleanup Services

Our AppFolio cleanup services include:
- Reviewing and correcting data after a software transition
- Verifying beginning balances and account mappings
- Cleaning up charts of accounts, vendors, and properties
- Resolving reconciliation issues and unexplained variances

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