Welcome to the Traction Knowledge Center. Call 888-466-6080 for more help.
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Basic Accounting
Getting Started
Entities
Sharing Your Account
Sales and Support
Advanced Accounting
Bills (Accounts Payable)
Equipment Costs
Invoices
Prepays
Reports
Basic Accounting
1099s
Account Register
Bank Syncing (CSV & Plaid)
Chart of Accounts
Checks
Contacts
Family Living
Loans
Notes Payables (Loans)
Phone Articles
Property & Equipment
Reconcile
Reports
Transfers
Basic Operations
Crop Zones
Personnel
Equipment
Inputs
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
Contacts
Farm Works
FAQ
Payroll
Dashboard
Banking
Account
Payroll
Onboarding and Setup
Information and Reports
Manual Payroll
Paychecks
Professional Agronomy
Work Orders
Traction App
Traction App Accounting
Traction Field
Getting Started
Mapping
Sampling
Work Orders
Release Notes
Back to home
Welcome to the Traction Knowledge Center. Call 888-466-6080 for more help.
Basic Accounting
Getting Started
Entities
Sharing Your Account
Sales and Support
Advanced Accounting
Bills (Accounts Payable)
Equipment Costs
Invoices
Prepays
Reports
Basic Accounting
1099s
Account Register
Bank Syncing (CSV & Plaid)
Chart of Accounts
Checks
Contacts
Family Living
Loans
Notes Payables (Loans)
Phone Articles
Property & Equipment
Reconcile
Reports
Transfers
Basic Operations
Crop Zones
Personnel
Equipment
Inputs
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
Contacts
Farm Works
FAQ
Payroll
Dashboard
Banking
Account
Payroll
Onboarding and Setup
Information and Reports
Manual Payroll
Paychecks
Professional Agronomy
Work Orders
Traction App
Traction App Accounting
Traction Field
Getting Started
Mapping
Sampling
Work Orders
Release Notes
Basic Accounting
Helpful articles and videos for Traction Accounting.
Why do I need to enter an Account Type?
1099s
How do I manage 1099s in Traction?
Account Register
How do I add or edit a harvested crop sales deposit transaction?
How do I create a journal entry in Traction?
How do I allocate expenses to multiple years for crops and equipment?
How do I move/hide the chat icon so I can void a transaction?
How do you record a refund for a credit card account?
How do I enter an inventory supply purchase?
How do I return a purchase made to a credit card?
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 you record a Credit Card charge in Traction?
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 you assign expenses to multiple crop zone years?
How do you deposit multiple checks in a single transaction?
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 the previous year that have cleared this year?
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 if 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 filter transfers in the account register?
What are the different transaction types available in Traction?
See more
Bank Syncing (CSV & Plaid)
How do I re-link/reconnect a bank account with Plaid inside Traction?
How do I connect banks or credit cards to my Traction account via Plaid?
How do I import bank transactions via CSV
Chart of Accounts
How do I add subheadings to the Chart of Accounts?
How do I manage my Chart of Accounts?
How do you add a credit card to the Chart of Accounts in Traction?
How do I setup my Chart of Accounts with common farm accounts?
How do I add a checking account?
How do I create a hedge account?
How do I setup a co-op or retail credit line?
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?
How do I record Livestock in the Chart of Accounts in Traction?
See more
Checks
How do I print a check?
How do I order checks for printing?
Contacts
How do I add or delete a contact?
How do I add a contact from the account register?
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?
Loans
How do you repay a loan from another entity?
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?
Property & Equipment
How do I add equipment accounts in the Chart of Accounts?
How to split repairs expense between multiple crop years for equipment?
How do I allocate expenses to farm equipment?
How do I enter an equipment purchase?
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?
Reports
How do I access my Cash Balance Sheet Report?
How do I export a Traction Report and import the data into a spreadsheet?
How do I create a Schedule F Report?
How do I generate a General Ledger Report (Cash Method)?
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 Cash Balance Sheet and Income Statement analysis features?
How do I find my Vendor Payments Report?
See more
Transfers
How do I transfer money to an account that belongs to another entity?
How do I loan money to another entity?
