How to Export Payments

Export Payments / rent payments to Spreadsheets or Quickbooks / View All Past Payments, Monthly Reports

Ryan Barone avatar
Written by Ryan Barone
Updated over a week ago

Note: The export does not function properly with Quickbooks 2019 or later.

Want to export payments to spreadsheets or QuickBooks?

Take the tour, and we'll walk you through it. πŸ˜„

Or, follow the instructions below! πŸ‘‡

  1. Click the Gear icon in the upper righthand corner of the dashboard

  2. Click "Settings"

  3. Click "Feature Settings"

  4. Scroll to the bottom of the page where it says "Export Payments" and click "Export"

  5. Select an export type (Spreadsheets, Quickbooks Online, Quickbooks Desktop/Pro, Quickbooks Enterprise)

  6. Select the company/payment account that you want to export charges and payments for

  7. Select the start and end date

  8. Click "Export" and you're done!

Questions still? Click the blue button in the bottom right and message us.  We'll help answer and then improve this. 😊

Please Note: Quickbooks Export only works with Online or 2018 or older Desktop/Pro. 2019 and 2020 Pro/Desktop does not import properly.

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