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venturefidelisre
Level 1

I currently use property management for my rentals, monthly I receive statements. How can I import this document into Quickbooks Online so that all the expenses are done?

 
5 Comments 5
Fiat Lux - ASIA
Level 15

I currently use property management for my rentals, monthly I receive statements. How can I import this document into Quickbooks Online so that all the expenses are done?

Emily M
QuickBooks Team

I currently use property management for my rentals, monthly I receive statements. How can I import this document into Quickbooks Online so that all the expenses are done?

Welcome, @venturefidelisre.

 

To ensure you get the best support with importing the documentation into QuickBooks Online, are you wanting to import transactions? If so, you can manually import or upload transactions from the bank.

 

Let me guide you how:

Step 1: Pick a date range.

Step 2: Download transactions from your bank.

Step 3: Review the file format and size.

Step 4: Start your upload.

Step 5: Upload your file into QuickBooks.

Step: 6 Categorize the transactions.

Step 7: Reconcile the transactions.

 

This is a helpful link step by step instructions to manually upload transactions:

https://quickbooks.intuit.com/learn-support/en-us/import-transactions/manually-upload-transactions-i...

 

If you need anything else, let me know.

venturefidelisre
Level 1

I currently use property management for my rentals, monthly I receive statements. How can I import this document into Quickbooks Online so that all the expenses are done?

Hey Fiat, 

Thanks for the information, I'll take a look at this option and see how it works.

venturefidelisre
Level 1

I currently use property management for my rentals, monthly I receive statements. How can I import this document into Quickbooks Online so that all the expenses are done?

Hello Emily, 

Thank you for the information, I'm actually trying to find a way to upload a PDF statement from the property management company. 

Fiat Lux - ASIA
Level 15

I currently use property management for my rentals, monthly I receive statements. How can I import this document into Quickbooks Online so that all the expenses are done?


@venturefidelisre wrote:

Hello Emily, 

Thank you for the information, I'm actually trying to find a way to upload a PDF statement from the property management company. 


You need to convert it to XLS/CSV prior to import it later. You may google the free converter.

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