We can work with AppFolio, QuickBooks, property-manager statements and agreed rental-platform exports. First we confirm the records you can authorize us to access and the reports your accountant needs. Bookkeeping support does not mean we have a software partnership or a universal automatic connector.
If you use AppFolio
AppFolio includes accounting and financial reporting. We identify whether the assignment concerns your authorized system records or an investor’s owner reports. Access and scope depend on your role, account and permissions; an owner portal is not the same as full management-system access.
If you use QuickBooks
We agree how entities, properties and projects should be represented in your existing setup. QuickBooks Online Projects is available in supported editions; we verify your subscription before relying on a particular feature. We will not propose a migration merely because a different tool is familiar.
If your records are spread across systems
Establish which system holds the relevant detail, how exports will be shared and where the agreed bookkeeping will be maintained. Check scope, dates and references before comparing totals. We retain supporting records rather than promising that unrelated reports must always show the same number.
Before we start
- Confirm the account owner and permitted access.
- Identify the reporting period, entities and properties.
- Agree the records, exports and review cadence.
- Document limitations and the accountant’s requirements.
Product documentation: AppFolio accounting and reporting · QuickBooks Projects. Product names belong to their respective owners.