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Quickbooks Best practices

Rachel L
Jan 13, 2020 4:37 PM
Joined Dec, 2019 1 post

Hi Guys,

We are new to Owner Rez and are loving all the integrations it has. We do use quickbooks to keep the money organized and I wanted to see if anyone else is using quickbooks and how you are using it on the quickbooks side. We keep our financials with the owners very basic and were hoping to have Owner Rez export the PM and owner splits into quickbooks so we have it all in one place. The only information we need in quickbooks is PM and owner splits and taxes.

Looking for any best practices you have using quickbooks with the Owner Rez information

Chris Hynes
Jan 23, 2020 6:25 AM
OR Team Member Joined Oct, 2012 1396 posts

Hey Lauren! Right now our QuickBooks integration only exports the other side -- the bookings. We don't push commissions, owner statements, expenses etc. It's on the roadmap though!

Ocean Zen
Feb 25, 2023 12:48 AM
Joined Jun, 2022 69 posts

Hi everyone,

I am trying to create urgency with addressing Quickbooks Integration / Accounting issues in OR by having all key stakeholders join together to create a louder voice. To do so I have tried to summarize all the open issues in this theme and have created one master feature request that I am asking everyone that would like to see this addressed cast a vote for so we concentrate our voting and allow OR to see the magnitude of the need. I do have some ideas for a rapid resolution but at this time want to focus on identifying and prioritizing the issues/problems and have OR engage in prioritizing this fix.

The comprehensive thread is that this Feature request (full link below). If you feel this is a need PLEASE VOTE. If you have any additions, corrections, or comments please reply and I will try to keep the top post updated.


Thank you for your support and lets get a roadmap for this once and for all!!