Download Data From Rentec Then Import Into QuickBooks

While Rentec Direct provides a robust accounting system, some housing providers may use platforms such as QuickBooks® to manage their other company-related finances. It's easy to upload financial transactions from Rentec Direct to QuickBooks®.

Your Two-Step Guide to Importing Financial Transactions to QuickBooks®

Step 1

In your Rentec Direct account: 

1. Click on Reports
2. Under Accounting, click on Account Ledger B 
3. Select the Report Period and Bank Account or Property
4. Check the box to Display property and transaction memos and Show details of split transactions
5. Click on Submit
6. Click the CSV icon to download the report to your computer or device in a .csv file format

Step 2

Import the report to your QuickBooks account using their importing tools. (Steps may vary depending on the version you are using.)

In your QuickBooks® account:

1. Navigate to the Profile icon and select Imports
2. Select Import Transactions
3. Follow the onscreen steps to upload the CSV file

Note: Rentec Direct is a full rental property management software. Providing housing providers with streamlined, end-to-end management for tenants, maintenance, vendors, owners, and accounting.

Learn more about Rentec Direct's Full Accounting for Assets, Liabilities, and Equity with a True Balance Sheet, and accounting features Assets, Liabilities, and Equity Accounting With Rentec Direct.