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Accounting Integration

PropertyBoss includes real-time integration with QuickBooks. In addition, customers may also integrate with other third-party accounting packages through generic file-based interface.

PropertyBoss offers QuickBooks Software Discounts

The QuickBooks integration supports QuickBooks Pro and Premier Editions 2005 - 2008, QuickBooks Enterprise Solutions 5.0 - 8.0, and Canadian editions of QuickBooks 2005 - 2007.  The communication between PropertyBoss and QuickBooks guarantees delivery of data between the two systems.

PropertyBoss retrieves the Chart of Accounts, Vendors, and Classes from QuickBooks.

PropertyBoss manages the entire resident relationship from recording the initial visit, the leasing process, accounts receivable and security deposit tracking, resident communications, and work order management.

PropertyBoss sends summary information to QuickBooks by class including Invoices for tracking summary receivables, payments for Payments from Residents, Journal entries to track pass through amounts to third-party property owners, Bills to Pay for Accounts Payable bills entered in PropertyBoss, and Checks for Deposit refunds.

For clients who manage multiple sites, the PropertyBoss integration with QuickBooks consolidates the site data and provides the robust reporting, reconciliation, on-line bill payment, and management-level reporting required at the regional or corporate office.



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Accounting - File Setup

Through this window, users can define a link to an external accounting package. This example shows the definition for a link to a QuickBooks Company File. PropertyBoss supports multiple accounting file links within a single database. The prefix option gives users with multiple sites the ability to separate data sent to QuickBooks by the prefix.

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Accounting - Transaction Set

This window is used to define a Transaction Set for an Accounting File, and the window maps PropertyBoss transactions to objects and accounts in the external Accounting File. PropertyBoss supports multiple transaction sets for a single company file, so different properties can use different accounting structures.

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Accounting - Ready to Send

This window shows the transactions ready to be sent to QuickBooks. Users can select which transactions are sent to QuickBooks, and the user can correct any problems before sending the Interface file.

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Accounting - QuickBooks Ready to Send

This window shows the transactions that will be created in QuickBooks based on the PropertyBoss transactions. Users can choose to print or export this information to Excel. Each interface file is saved and can be viewed by the user at any time in the future. Reconciliation utilities compare the data in PropertyBoss and QuickBooks to insure that the data is accurate. If you run multiple sites, then interface file can be exported from PropertyBoss and sent to a corporate office where the file is imported into your Accounting package. The user simply clicks Send to initiate the transfer.


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Accounting - Send Wizard

The QuickBooks wizard walks the user through the process of sending transactions to QuickBooks.

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Accounting - Invoice in QB

This example shows an Invoice in QuickBooks with several NSF transactions that have been sent to QuickBooks from PropertyBoss.

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