Easily import financial transactions from Rentec Direct to QuickBooks®. If your accountant uses QuickBooks®, Rentec Direct’s financial files can be easily downloaded and uploaded in a standard CSV format. This process ensures compatibility and saves significant time on data entry.
Managing rental property requires a good accounting system. Accurate accounting for all property income and expenses simplifies 1099 filings, ensures compliance, and builds owner trust. Moreover, a clear picture of your company’s overall financial health and P&L can help ensure compliance and enable you to create a strategic growth plan.
Rentec Direct is a full rental property management software. Providing housing providers with streamlined, end-to-end management for all property management needs, including leads, tenants, maintenance, vendors, owners, accounting, tax filing, and more.
Most CPA and tax firms are looking for profit-and-loss and balance sheet reports. Rentec Direct provides these, along with all other common accounting reports needed to do your books and taxes.
While Rentec Direct provides a robust accounting system, some housing providers may have outside accountants who are only familiar with QuickBooks®. Rentec Direct reports and ledgerscan be easily downloaded from the software as CSV files, making it easy to import financial transactions from Rentec Direct to QuickBooks® or any other accounting software to keep your records aligned.
Your Two-Step Guide to Importing Data to QuickBooks®
Quickly and easily transfer your Rentec Direct data to QuickBooks® using a standard CSV file.
Step 1
In your Rentec Direct account:
- Click on Reports
- Under Accounting, click on Account Ledger B
- Select the applicable bank account, then click on Submit
- Click on CSV to download the report
If you need any assistance with Step 1, Rentec Direct’s US-based Success Team is ready to help weekdays 6 am to 5 pm pst. success@rentecdirect.com or call 800-881-5139 ext. 2
Step 2
In your QuickBooks® account:
- Navigate to the Settings (gear)icon and select Imports
- Select Import Transactions
- Follow the on-screen steps to upload the CSV file, map the CSV fields to your QuickBooks® fields, and import the transactions.
If you need help with Step 2, please contact Intuit customer service for support with their product. You can also visit Quickbooks official support page, which details the steps needed to import CSV files.
Final Thoughts
Most property managers and landlords handle all their accounting right within Rentec Direct. Rentec Direct provides full income and expense tracking, along with assets, liabilities, and equity accounts. Rentec Direct reports include all traditional accounting reports, including Profit & Loss and Balance Sheet reports. Most accounting firms rely on these reports to review and complete your books and taxes, and have no need for QuickBooks® integration or import.
If you do have a hybrid system, where you enter some transactions into Rentec Direct and others into QuickBooks®, the import process outlined here can help you eliminate double-entry in both systems, but still requires work in QuickBooks® to match up and categorize transactions. You can also post summarized transactions into QuickBooks®to keep the two systems aligned.
For example: Run a Profit & Loss report for a statement period, and import the total of each category as a single transaction into QuickBooks®.
Did you know Rentec Direct is a complete, all-in-one accounting solution? You can effortlessly track business income and expenses and manage all your property financials—assets, liabilities, and equity—right in the platform.
Learn more: Full Accounting Options: Assets, Liabilities, and Equity with a True Balance Sheet
Suggest a Feature
Our goal is always to make your tasks as a landlord, property manager, or investor simpler, quicker, and more efficient. One way we accomplish this is by reviewing valuable feedback and input from our awesome clients. If there’s anything you would like to see added to enhance your Rentec Direct experience, please send your ideas and suggestions to success@rentecdirect.com.
About Rentec Direct
Rentec Direct delivers industry-leading property management software and tenant screening solutions to real estate professionals. Key features include online rent payments, a mobile app and tenant portal, vacancy listing syndication, and accounting tools. Founded in 2007, Rentec Direct is the third-largest software provider in its sector and is consistently the highest-rated by investors, landlords, and property managers. Recognized on the Inc. 5000 list of fastest-growing private companies for nine consecutive years, Rentec Direct was also named Real Estate Company of the Year in the 2025 American Business Awards and listed among the U.S. Chamber of Commerce’s Top 100 Small Businesses. rentecdirect.com
