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Updated over 1 year ago on . Most recent reply
Appfolio cash flow report --> Quickbooks accounting
Hi all,
Every month I spend 2-3 hours translating the Appfolio cash flow report I get from my PM into double-ledger accounting for Quickbooks. First I do the Appfolio translation in a spreadsheet until I get everything to balance, then I manually enter into Quickbooks. Is there an Appfolio & Quickbooks integration that makes this process streamlined?
- Harman
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I do the same thing. One thing that helps is that I reconcile one property at a time (they are all multis). Since the statements don't report charges that have not yet been paid (i.e late fee) I also request a "Resident Financial Report" that will have those details.