Welcome to the Traction Knowledge Center
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Basic Accounting
Getting Started
Entities
Connect Banks
Sharing Your Account
Basic Accounting
Account Register
Contacts
Reports
Chart of Accounts
Checks
Adding Managers
Property & Equipment
Reconcile
Family Living
Notes Payables (Loans)
Phone Articles
Transfers
Loans
Basic Operations
Crop Zones
Personnel
Products
Field Records
Mapping
Farms/Fields
Inventory
Storage
Profit Center Report
Integrations
Land Agreements
Basic Agronomy
Recommendations
Sample Events
Target Samples
Lab Accounts
Polygon - Zone Sampling
Traction Field
Getting Started
Mapping
Sampling
Work Orders
Advanced Accounting
Prepays
Equipment Costs
Payroll
Onboarding and Setup
Information and Reports
Manual Payroll
Release Notes
Farm Works
Contacts
FAQ
Payroll
Dashboard
Banking
Account
Professional Agronomy
Work Orders
Back to home
Welcome to the Traction Knowledge Center
Basic Accounting
Getting Started
Entities
Connect Banks
Sharing Your Account
Basic Accounting
Account Register
Contacts
Reports
Chart of Accounts
Checks
Adding Managers
Property & Equipment
Reconcile
Family Living
Notes Payables (Loans)
Phone Articles
Transfers
Loans
Basic Operations
Crop Zones
Personnel
Products
Field Records
Mapping
Farms/Fields
Inventory
Storage
Profit Center Report
Integrations
Land Agreements
Basic Agronomy
Recommendations
Sample Events
Target Samples
Lab Accounts
Polygon - Zone Sampling
Traction Field
Getting Started
Mapping
Sampling
Work Orders
Advanced Accounting
Prepays
Equipment Costs
Payroll
Onboarding and Setup
Information and Reports
Manual Payroll
Release Notes
Farm Works
Contacts
FAQ
Payroll
Dashboard
Banking
Account
Professional Agronomy
Work Orders
Basic Accounting
Helpful articles and videos for Traction Accounting.
Why do I need to enter an Account Type?
Account Register
How do I record dividend income in Traction?
How do you filter deposits in the account register?
How do I filter payments in the account register to find vendor purchases?
How do I filter transfers in the account register?
How do you record a Credit Card charge in Traction?
How do you record a refund for a credit card account?
How do you record a Credit Card payment made from your checking account in Traction?
When my credit card and checking account are with two different banks, how do I update a duplicate credit card payment transaction?
How do I manage supply inventory with landlord splits?
How do I allocate expenses to multiple years for crops and equipment?
How do you assign expenses to multiple crop zone years?
How do I add or edit a harvested crop sales deposit transaction?
How do you deposit multiple checks in a single transaction?
How do I enter an inventory supply purchase?
How do I manually enter a new payment or deposit transaction?
How do I void a transaction?
How do you enter a payment for Notes Payable?
What is transaction matching?
How do I create and use transaction templates in Traction?
How do I deal with transactions from 2020 that have cleared in 2021?
How do I edit a synced transaction in Traction?
How do you update a synced bank transaction to allow replacement by a manually entered transaction?
What does it Mean a transaction Needs Details in Traction?
How do you handle bank transfers for accounts in the same entity?
How do I assign expenses and income to crop zones?
How do I create a patronage stock account?
How do I re-link/reconnect a bank account in Traction?
See more
Contacts
How do I add or delete a contact?
How do I add a contact from the account register?
Reports
How do I get to my Balance Sheet Report?
How do I view the Summarized Field Profit Center Report?
How do I get to my Income Statement Report?
How can I export my Balance Sheet and Income Statement reports to a PDF?
How do you access the Balance Sheet and Income Statement analysis features?
See more
Chart of Accounts
How do I setup my Chart of Accounts with common farm accounts?
How do you add a credit card to the Chart of Accounts in Traction?
How do I add an account to the Chart of Accounts?
How do I add a checking account?
How do I create a hedge account?
How do you record Livestock in the Chart of Accounts in Traction?
How do I setup a co-op or retail credit line?
How do I add subheadings to the Chart of Accounts?
How do I enter expense accounts that are tied to inventory supply accounts?
How do you set up a Commodity Credit Grain Loan and Allocate a Payment with your Settlement in Traction?
Why are my inventory balances not recorded in the Chart of Accounts?
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Checks
How do I order checks for printing?
How do I print a check?
Adding Managers
How do you add managers to Traction?
Property & Equipment
How do I allocate expenses to farm equipment?
How do I enter an equipment purchase?
How do I add equipment accounts on the balance sheet?
How do I record selling equipment?
How do you add Land Improvements Accounts to Traction?
How do you add Buildings & Structures Accounts in Traction?
How do you add Land accounts in Traction?
See more
Reconcile
How do you Reconcile Accounts in Traction?
Family Living
How do I enter expenses and categories for Family Living?
How to split expenses between farm and off-farm (Family Living)?
How do I edit existing transactions for Family Living?
Notes Payables (Loans)
How do I transfer money from my operating loan to my checking?
How do I enter a refinanced loan?
How do I enter a refinanced loan with expenses added to the principal?
How do you add a notes payable or loan?
How do I setup an operating loan or line of credit?
See more
Phone Articles
How do you Add Details to a Transaction Entered on a Phone?
How do I take a picture of a receipt and tag it to a transaction using my phone?
Transfers
How do I transfer money to an account that belongs to another entity?
How do I loan money to another entity?
Loans
How do you repay a loan from another entity?
