Propertyware Knowledge Base

Category » Propertyware Sync for QuickBooks

There were 21 articles found in this category:

1. Propertyware Sync for Quickbooks and User's Guide
   Propertyware is the ultimate companion for customers who use QuickBooks to manage their investment properties. Propertyware's Sync for use with QuickBooks is a unique synchronization tool that moves data seamlessly between your Propertyware account and the QuickBooks accounting software. Our Qu ...
2. Installing Propertyware Sync for Quickbooks
   TIP : Backup Your QuickBooks Data Before Your First Sync While we don't anticipate that you will experience any problems when syncing your data between Propertyware and QuickBooks, we recommend that you back up your QuickBooks company file before performing your first sync. Minimum System Req ...
3. Configuring the Propertyware Sync Client
   Before performing a sync between Propertyware and QuickBooks, be sure to configure the sync client. The configuration window of the Propertyware Sync allow you to set important parameters for your first sync between Propertyware and QuickBooks and all subsequent syncs. To configure the Property ...
4. Customizing Quickbook Reports
   By using the class tracking feature in QuickBooks, you can customize any report to filter and display the data by selected Propertyware portfolio, buildings and/or units. For example, the Profit & Loss by Class report shows the profit and loss for each of your Propertyware properties by class ...
5. Syncing Your Vendors
   Propertyware Sync also allows you to synchronize Vendors to and from your QuickBooks company file. To Synchronize Vendors: Open the Propertyware Sync Client. Click the Sync menu and select Sync Vendors Only A window will appear asking you to choose the direction for which vendor data should ...
6. Syncing Your Chart of Accounts
   With our Summer '08 Release, Propertyware Sync now allows you to synchronize your Chart of Accounts to and from your QuickBooks company file. Note: Before you perform the Chart of Accounts sync for the first time, make sure that you download the most recent version of the Propertyware Sync Clie ...
7. With which version of QuickBooks does Propertyware support integration?
   Propertyware’s policy is to support the versions of QuickBooks that Intuit supports. Intuit no longer supports any version of QuickBooks prior to 2005. Thus, all companies that integrate with QuickBooks must follow this policy. The upgrade is affordable, easy (you can use the same company ...
8. How do I deal with security deposits from the past?
   When first setting up your Propertyware account you will need to import all of your existing leases. The only past transactions that need to be recorded for these leases are the deposits that still carry a liability for your management company (i.e. security deposits, pet deposits, key deposits ...
9. Class Tracking in Quickbooks
   What is a QuickBooks Class? QuickBooks offers their Class Structure as a method for Propertyware users to account for their portfolios, buildings and units. The QuickBooks class definition allows you to create separate or combined financial statements based on your own custom criteria. Transac ...
10. How do I sync to multiple company files?
    If you are using Propertyware Sync for use with QuickBooks, you may synchronize different portfolios or groups of portfolios with different QuickBooks company files using Sync Groups. Sync Groups permit you to create groups of data to be synchronized with QuickBooks separately. NOTE: You may no ...
11. How do I Record and Sync debit purchases?
    In general, your transactions should be entered in Propertyware and synced over to QuickBooks. In this case, here are the steps you should follow: Create a bill in Propertyware for the purchase you made with your debit card. When you create the bill, you may record the payment at the same ti ...
12. Can I move my QuickBooks file from one PC to another?
    You may move your QuickBooks file from one PC to another. Keep the following things in mind when you do this: You should continue to sync to the SAME QuickBooks file to which you are currently syncing. If you sync to one file, then another, then another, you will have major data problems and t ...
13. Customer Ledgers in Quickbooks
    When clicking on any Customer or Job in your QuickBooks customer list you will see their details appear in the window to the left. The top section of this screen will display the details from the Propertyware portfolio, building, unit or lease. The table below this displays the charges and paym ...
14. Understanding The Customer List
    Propertyware Sync will transfer income transactions to your QuickBooks customer list according to the Customer: Job setting you selected from the configuration menu. The example below shows the result of synchronization to QuickBooks 2006 with a Propertyware Sync configuration of Customer: Job ...
15. Understanding The Vendor List
    Propertyware Sync will transfer expense transactions to your QuickBooks vendor list when available bills and bill payments have been transferred. When clicking on any QuickBooks vendor in the list you will see their details appear in the window to the left.
16. Sync Groups
    If you are using Propertyware Sync for use with QuickBooks, you may synchronize all of your Propertyware data with one QuickBooks company file. Alternatively, you may synchronize different portfolios or groups of portfolios with different QuickBooks company files using Sync Groups. Sync Groups ...
17. Merging Vendors in Quickbooks
    If you are synchronizing your Propertyware data with an existing QuickBooks company file, you need to merge vendors on your QuickBooks vendors list. The vendor name on your QuickBooks vendor list should resemble the vendor name in Propertyware. To merge an existing vendor with one created by P ...
18. Merging Customers in Quickbooks
    If you are synchronizing your Propertyware data with an existing QuickBooks company file, you will likely need to also merge customers on your QuickBooks customer list. The customer name on your QuickBooks customer list should resemble the portfolio, building, unit or lease name in Propertywa ...
19. Renaming objects in Propertyware or QuickBooks
    If you sync Propertyware with QuickBooks, then renaming objects in one place but not the other will usually cause problems. This goes for accounts, portfolios, buildings, units, leases, vendors, customers, jobs, etc. The basic rule to follow is that if you rename one of these objects in Prope ...
20. Your First Sync
    To perform a data sync between Propertyware and QuickBooks, simply follow these steps: Prior to performing your first sync you will need to install Propertyware Sync for QuickBooks and configure the client. Start QuickBooks. The sync will be performed with the company file that is open in Qu ...