Pinterest

AppFolio and QuickBooks Integration: A Complete Guide

Hey, are you using QuickBooks and want to manage real estate accounting efficiently? Then you have landed on the right […]

Voiced by Amazon Polly

Hey, are you using QuickBooks and want to manage real estate accounting efficiently? Then you have landed on the right space. Integrate your QuickBooks accounting software with AppFolio, property management software, you’ll be able to manage your business more efficiently and grow the same. You’ll also be able to monitor your performance in a secured and accurate manner.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

What is AppFolio?

AppFolio is the main cloud business management solutions provider for the real estate industry. Its solutions enable customers to carefully change their businesses, address basic business tasks and deliver a better customer experience.

Integrating your QuickBooks accounting with property management programming such as AppFolio permits you to deal with your business flexibly. This integration engages you to screen the performance of your business all more accurately or more proficiently. Besides, security data is encoded, and site associations are obtained with high transport layer security.

AppFolio makes it easy for you and your team to manage all of the information related to your residential portfolio. AppFolio has streamlined management processes, allowing you to focus on your communities and deliver an outstanding resident experience. It offers a safe server that utilizes multi-layer edge security, including firewalls and other advanced innovations, to keep outside attackers from slowing down or getting to them. It offers the following services

  • Accounting & Reporting
  • Maintenance & Operations
  • Training & Staffing
  • Leasing & Marketing
  • Growth & Management

Why Should You Integrate AppFolio with QuickBooks?

Many users use QuickBooks for accounting when they start another property management business. Yet, throughout the long term, as you have grown and keep growing you may suddenly understand that QuickBooks is inadequate with some features. Subsequently, it might influence your business’ growing productivity. All things considered, QuickBooks integration with the best Property Management software and AppFolio solution is the mainstay of your business and you shouldn’t allow it to be a roadblock to your business development.

Let’s see now How Integration Helps in Growing Business Faster:

Get a Detailed Report of Your Properties

As your property portfolio expands, it’s basic to have the option to get a total image of how your properties are performing, including the situation with opportunities; past-due rent payments, and other significant information. There is no strategy to recognize this data in QuickBooks yet presently it very well may be effortlessly searched at or gathered in one area.

Avoid Double Data Entry

Get accurate data in both the systems. Are you tracking some vital information in spreadsheets, emails, written by-hand notes? Again, you have the challenge to manually enter the same in QuickBooks as your accountant is not able to receive the application online, manage requests and track prospective renters.

Lessen the Expense and Disturbance with Improvement or Upgrade

You’re mindful that you’re not using the latest version of QuickBooks, and that the older version isn’t meeting your prerequisites, however, you can’t bear the thought of going through the issue and cost of updating. You’re also falling behind on permitting your employees and customers to access data via the internet. Since you use mobile devices and the internet, you lack the resources to implement and work with the technologies required.

Owners can Self-serve Information

Every month, many of you spend hours on QuickBooks going over your information and mailing and printing owner statements. You’ll need to and by pursuing down inquiries from land owners who need to know how their properties are doing. This is a tedious and dreary undertaking!

Work on-the-go

Without QuickBooks integration, you’ll have to manage the two tools in a different way.

Manage Different Vendors for Multiple Outside Services

QuickBooks isn’t custom fitted to explicit property management needs since it’s implied as a wide accounting solution. At the point when property management software like AppFolio accompanies these capabilities as a part of your month-to-month service, there’s no obvious explanation to endure planning and dealing with several providers.

Few Users Login Lessens the Data Insecurity

As your company develops and you enlist more individuals, raising new representatives to an acceptable level takes additional time and preparation than if you use an easy-to-use arrangement that doesn’t need accounting knowledge. Likewise, in light of the fact that QuickBooks charges per user, staff might share logins to set aside cash, which undermines your data security.

Handle too Much Business

It is pretty possible to handle too much business with QuickBooks. Successful property management companies will rapidly grow out of the software’s fundamental functions and capabilities, bringing about more slow execution and deficiencies. Your administration reports are inclined to mistake and outdated data because of the relative multitude of inquiries and new possibilities data streaming in.

How Integration is useful for Business Productivity?

  • Track business pay and costs in the correct manner to meet improved results.
  • Improved income permits a business to fill quicker.
  • QuickBooks Integration offer online installments choice and the various decision to customers to take care of bills.

As an occupied and developing property of the executives business, you can’t stand to sit around with solutions that mainly cover a small portion of your business. To genuinely develop and modernize your business, you need an AppFolio and QuickBooks Integration solution that covers the whole work process from marketing to renting and then some!

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


Frequently Asked Questions (Faqs)

Why do Companies prefer Integrating Property Management Software with QuickBooks?

Here are the reasons:

Automated process.
No more double-entry data issue, thereby increasing the efficiency.
Super accessibility to do everything in the right way.
Financial report generation.
Analyzes financial programs from the bottom-line of each section.

Does QuickBooks have a Module related to Property Management?

You might utilize QuickBooks to set up a company file that permits you to maintain your property management business and do tasks. You can easily and quickly handle customer requests without having to open multiple apps and accounts.

What are other Property Management Software?

The prominent names are Re-leased property management, Simplify EM, Doorloop, and Tenant Ledger.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

img

Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

img

Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

img

Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

Book your consultation Book Free Consultation
Close X
Call Now+1-800-596-0806
Dancing Number

We value your privacy and are strongly against any kind of phishing, spam, and malware. We collect your information for our legitimate business purpose only. This information is safe with our in-built security.

X



    Top