How to switch from TownSq without missing a dues cycle

Updated Oct 20, 2026 · checked against TownSq's master customer agreement and help center

Leaving TownSq takes written notice at least 30 days before the term ends; leaving early means paying the minimum monthly fees for the rest of the term. TownSq's agreement sets no export window and keeps backups only at its discretion, so get the owner list, balances and ledger out before you give notice.

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?

Record	From TownSq	Into Kahoa
Owners and homes	No export documented; ask support or the manager	Roster import
What each home owes	Business Accounting → User Defined Reports → Export (Enterprise)	Opening balances
Vendors	No export documented	Vendor import, from your own list
Bank activity	Not needed	24 months via bank connection
Ledger	Enterprise: from C3 or your manager	Keep the file; books start from opening balances
Documents	No bulk download documented	Document upload
Autopay enrollments	Can't be exported	Homeowners enroll again

TownSq's help center documents few exports outside its Enterprise accounting. Ask TownSq support, or the management company that holds the account, what it can deliver before you give notice.

How do you switch, step by step?

6 steps · about 2 hours

01
Pick the cutover date
Choose the day after a dues cycle posts, so every balance in the export is final.
Time5 minutes
02
Export everything
Ask TownSq support or your manager, in writing, for the owner list, balances, ledger and documents. On Enterprise, export balances from User Defined Reports.
WhereTownSq support, your manager, or Business Accounting → Reporting
Time30 minutes
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
04
Import owners and opening balances
Upload the owner list, then each home's balance. Check that the total owed matches TownSq's delinquency view to the cent.
In KahoaSetup → Upload directory, then Enter opening balances
Time45 minutes
05
Tell homeowners
Send homeowners the new payment link and ask them to remove their TownSq autopay before the next draft on the 5th.
Autopay offHomeowners: Accounts → Make a Payment → Manage Autopay
Time30 minutes
06
Run one cycle, then cancel
Send written notice at least 30 days before the TownSq term ends, then collect one month in the new tool.
TimeOne dues cycle

Before you give TownSq notice

Get these in hand

The owner and address list
Each home's balance at cutover
The general ledger, if TownSq or C3 kept it
Every document in the community library
Your order form, for the term end 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 TownSq?

How much notice does TownSq need?

Written notice at least 30 days before the end of the current term, under TownSq's master customer agreement. Terms renew yearly.

Can we leave TownSq early?

Yes, but TownSq's agreement makes the minimum monthly fees for the rest of the term due within 15 days, and fees already paid aren't refunded.

Does TownSq keep our data after we leave?

TownSq's agreement sets no export window and says backups are kept at its discretion. Get every record before the term ends.

What do homeowners pay on TownSq?

TownSq's FAQ lists $2.95 per eCheck and $2.95 + 3.5% per card payment, varying by community. Direct debit and checks are free.

Ready to move?

Bring your TownSq export

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

Start a 30-day trial See pricing

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