AppFolio · Property Management
AppFolio + QuickBooks: Property Management Books Done Right
AppFolio handles your leases, tenants, and maintenance. We have experience working with AppFolio data and QuickBooks together to keep your financials accurate and up to date.
QuickBooks Integration
AppFolio is used alongside QuickBooks Online — we pull data from AppFolio and ensure it flows correctly into your QuickBooks books. We do not work within AppFolio's own accounting module.
Common AppFolio Accounting Challenges
Data Doesn't Flow Automatically
AppFolio tracks your property management operations, but that data doesn't sync automatically into QuickBooks. Without proper oversight, your books fall behind and your financials become unreliable.
Owner Reporting Complexity
Each property owner needs accurate statements and year-end packages. We pull the data from AppFolio and ensure it's properly reflected in QuickBooks so your reporting is always clean.
Portfolio-Scale Challenges
Managing multiple properties across AppFolio and QuickBooks requires a precise workflow. We build and maintain that process so nothing falls through the cracks as your portfolio grows.
What We Do for AppFolio Users
AppFolio-to-QuickBooks data reconciliation
Per-property and per-unit P&L tracking in QuickBooks
Owner statement preparation
Trust account management and compliance
Security deposit accounting
Year-end 1099 preparation
Industries That Use AppFolio
Frequently Asked Questions
Do you work inside AppFolio's accounting module?
No. We use AppFolio for property management data and work in QuickBooks for all financial accounting. We reconcile the two systems to ensure your books are always accurate.
Do I still need QuickBooks if I use AppFolio?
Yes. AppFolio handles your property management operations, including leases, maintenance, and tenant portals. QuickBooks handles your financial accounting. We use both together to give you clean, reliable books.
Can you help us get AppFolio and QuickBooks working together?
Absolutely. We set up the workflow between both systems, ensuring your property data from AppFolio is accurately reflected in QuickBooks every month.
Need help with AppFolio?
Book a free 30-minute call. We'll review your current setup and show you how we can streamline your AppFolio workflow.