Download Data From Rentec Then Import Into QuickBooks
Rentec Direct gives you the ability to download the data in two ways:
Option 1
Check your Advanced Program Defaults to confirm that your report includes "Display property and transaction memo in account ledger reports".
Advanced Program Defaults are located in the Settings tab> Program Defaults>Advanced Program Defaults.
- Be sure to Save Changes on this advanced page -- and then save again on the next screen.
- Go to Reports tab>Financial Reports>Account Ledger B Report and select the bank account and date range on the left-hand side.
- You can now create a report that you can download in Excel/CSV and import it to Quickbooks using Quickbooks importing tools.
OPTION 2
Go to the Account Tab>Enter ledger for that Bank Account>Download data link is located on the bottom of the page
You may now import this data to QuickBooks using QuickBooks importing tools.
Go to the Account Tab>Enter ledger for that Bank Account>Download data link is located on the bottom of the page
You may now import this data to QuickBooks using QuickBooks importing tools.