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How to switch from Condo Control without losing your records

Jared McKinney · Founder, Kahoa
Updated · checked against Condo Control's agreement, trust page and help center

Leaving Condo Control takes written notice 30 days before the yearly renewal. The owner list and vendor summary export yourself; Condo Control keeps no general ledger, so balances come from the accounting system it syncs with. Condo Control removes data from production at termination, so export first.

Kahoa makes Kahoa. The steps work for any HOA software; where they name Kahoa, they describe Kahoa's setup screens.

What moves, and what stays behind?

RecordFrom Condo ControlInto Kahoa
Owners and unitsReports → Unit File → Phone Numbers and Emails → ExportRoster import, saved as CSV
What each unit owesFrom your linked accounting systemOpening balances
VendorsPurchase Order → Vendors → Download Vendor SummaryVendor import
Online paymentsSetup → Payment Setup → Financial Reports → Payments → ExportKeep the export
Bank activityNot needed24 months via bank connection
LedgerKept in your accounting system, not Condo ControlKeep it; books start from opening balances
File libraryNo bulk download; paid export helpDocument upload
Autopay enrollmentsCan't be exportedOwners enroll again
If your Stripe account was set up before July 1, 2025, it belongs to the corporation; Condo Control says it can't transfer it for you.

How do you switch, step by step?

6 steps · about 2 hours
  1. 01
    Pick the cutover date

    Choose the day after a dues cycle posts, so every balance in the export is final.

    Time5 minutes
  2. 02
    Export everything

    Export the owners list and vendor summary from Condo Control, pull balances and the ledger from your accounting system, and download the payments report.

    WhereCondo Control: Reports, Purchase Order, and Payment Setup
    Time30 minutes
  3. 03
    Connect the bank

    Link the operating and reserve accounts. Kahoa pulls 24 months of history for the treasurer to sort.

    In KahoaSetup → Bank
    Time15 minutes
  4. 04
    Import owners and opening balances

    Save the owners list as CSV and upload it, then upload each unit's balance from the accounting system. Check the total against that system to the cent.

    In KahoaSetup → Upload directory, then Enter opening balances
    Time45 minutes
  5. 05
    Tell homeowners

    Send owners the new payment link and ask them to delete recurring payments in Condo Control; admins can also update payments in bulk.

    Autopay offOwners: Make a Payment → Manage Payments → Delete
    Time30 minutes
  6. 06
    Run one cycle, then cancel

    Send written notice 30 days before the renewal date, then collect one month in the new tool.

    TimeOne dues cycle
Before you cancel Condo Control

Keep these five files

  • The owners list export
  • The vendor summary
  • The online payments export
  • Every file library document you need
  • Your agreement, for the renewal date
Not the right time?

Wait to switch if

  • Dues are due within the next two weeks.
  • An audit or reserve study is in progress.
  • The treasurer seat is changing hands this month.

What else do boards ask about leaving Condo Control?

How much notice does Condo Control need?
Written notice 30 calendar days before the renewal date. Condo Control's agreement runs 12 months and renews yearly.
Does Condo Control charge to export our data?
Self-serve exports are free. Condo Control's termination help, including a full Excel export, costs $125 an hour with a two-hour minimum.
What happens to our data after we leave?
Condo Control's trust page says data is removed from production immediately, with backups kept up to 12 months, then deleted.
Where are our balances and ledger?
In the accounting system Condo Control syncs with, such as QuickBooks or Yardi. Condo Control has no general ledger of its own.
Ready to move?

Bring your Condo Control export

Thirty days, no card. The bank connection fills in two years of history.

$50a month, flat, at any size. The 1120-H is included.