Integrations
Sync To Quickbooks
Once QuickBooks is connected, you can push your RentAxis records into QuickBooks Online so your accountant works from one set of books.
What you can push
- Tenants → Customers — each tenant becomes (or links to) a QuickBooks customer.
- Invoices — receivable invoices (rent and fees) export with their line items.
- Payments — recorded payments export and apply against the matching invoice.
- Expenses — recorded expenses export to QuickBooks.
Run a bulk sync
- Open Apps Settings → Integrations, then go to the QuickBooks area and open Bulk Sync.
- Select which entity types to send — any of Invoices, Payments, Customers or Expenses.
- Optionally set a date range, and choose force re-sync if you want to re-push records that synced before.
- Start sync. The work runs in the background in batches.
- When it finishes, the page and the sync logs show what was created, updated, skipped or failed.
Note
Only the record types you've enabled on the Integrations tab are available to push, and the sync direction you chose there applies.
Tip
Start with a narrow date range the first time so you can verify a handful of records in QuickBooks before pushing your whole history.
Push a single record
You don't have to run a bulk sync to move one record. Tenants, invoices, payments, programs and expenses each have a Sync to QuickBooks action so you can push (or re-push) just that record on demand.
How records are matched
To avoid duplicates, RentAxis matches before creating:
- Customers are matched by email (automatic) or by name (you confirm the link).
- Invoices carry their line items so the totals match exactly in QuickBooks.
Scope
A bulk sync is scoped by the entity types you pick and an optional date range. To push a specific record only, use its Sync to QuickBooks action instead.
Errors and retries
If a row fails (for example a missing required field), it's reported in the per-row results with the reason. Fix the underlying record in RentAxis and run the sync again — already-synced rows are matched and updated rather than duplicated.