Integrations
Sync From Quickbooks
You can pull data from QuickBooks Online into RentAxis through the QuickBooks import screen. This is useful when QuickBooks already holds your customers, items or history and you want RentAxis to reflect it.
What you can import
- Customers → Tenants
- Products & Services → Units / Properties
- Invoices (recreated with their original line items as a balanced entry)
- Payments
- Expenses
- Bank transactions (for reconciliation — see the note below)
Import customers, products, invoices, payments or expenses
- Open Apps Settings → Integrations, then go to the QuickBooks area and open Import.
- Choose the record type to import — Customers, Invoices, Payments, Expenses or Products.
- Start a preview. RentAxis fetches and classifies the records, then stages them.
- Optionally apply scope filters — tenant, program, property or unit — to limit what's pulled.
- Review the staged rows in their buckets (e.g. New, Existing, Skipped), and select which rows to bring in.
- Commit the import. You'll get a summary plus any per-row errors.
Note
Every committed run is recorded in the import history, and you can roll back a run in one click if you imported something you didn't mean to.
Tip
Property/unit filters narrow the data at staging time, so the import session is physically scoped — counts, selection and the committed result all match.
Linking existing tenants
When an imported customer matches a tenant you already have:
- A match by email links automatically.
- A match by name only asks you to confirm the link before joining the records.
Plan limits
Importing Products can create Units and Properties. These respect your subscription plan's limits — if you hit your quota, additional creates are skipped and reported, rather than silently exceeding your plan.
Bank transactions are reconcile-only
Important
Importing the QuickBooks bank feed does not post journal entries. Each bank line is either matched to an existing RentAxis transaction or sent to a For review queue. Your general ledger is built from your entity data (invoices, payments, expenses) — not from the bank feed. This keeps you from double-counting income and expenses.
To reconcile:
- Import the bank transactions.
- Work the For review queue — match each line to the corresponding RentAxis record, or create the missing record.
- Once matched, the line is reconciled.
See Bank transactions and Reconcile for the full workflow.
Errors
Each import returns per-row results. Rows that fail show the reason so you can correct the source record in QuickBooks (or the staged data) and re-run. Re-running matches existing records instead of creating duplicates.