Download Data From Rentec Then Import Into QuickBooks

For those using QuickBooks, your Rentec Direct software gives you the ability to download the property management data in a compatible format for uploading to QuickBooks. 

Configure Data Display Settings 

1. Click Settings.
2. Under Program Settings click on Program Defaults.
3. At the bottom of that page, click the Edit Advanced Settings link.
4. Toggle the 'Display property and transaction memo in account ledger reports' to YES.
5. Click Save Changes.

Once that has been completed, there are two options for downloading data from your Rentec Direct account to use in your QuickBooks account.

Download Option 1

In your Rentec Direct account: 

1. Click Reports.
2. Click on Financial Reports.
3. At the top, select the date range and use the Choose Account drop-down menu to select a bank account.
4. Click the Account Ledger B report.
5. Click the Export to Excel icon in the upper right corner to export the data to your computer or device in a .csv file format.

Download Option 2 

In your Rentec Direct account: 

1. Click Banking. 
2. Right-click or click the balance on the desired account to Enter Ledger. 
3. At the bottom of the page, click the Download This Data link which will export the data to your computer or device in a .csv file format. 

With either option, you may now import this data to QuickBooks using QuickBooks importing tools.