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Accounting & payouts
QuickBooks and your accountant (planned)
QuickBooks and Xero exports, the general ledger, and tax exports are planned. What you can review with your accountant today.
The short answer
Aptoria doesn’t export to QuickBooks or Xero or sync with them yet. Profit-and-loss reports and a general ledger in Aptoria are planned. Exporting Schedule E and tax reports from Aptoria is planned. Today you can review the rent roll, the monthly rent reconciliation, and the cash-flow projection with your accountant, and keep using your current accounting software.
Status
Aptoria doesn’t export to QuickBooks or Xero or sync with them yet.
Profit-and-loss reports and a general ledger in Aptoria are planned.
Exporting Schedule E and tax reports from Aptoria is planned.
What you can review together today
Aptoria shows a rent roll and each tenant’s balance and payment history for the leases in your workspace. Adding new tenants and leases is planned, so a new workspace’s rent roll starts empty.
Aptoria shows a monthly reconciliation of expected versus paid rent for the leases in your workspace.
Aptoria projects monthly cash flow from the leases and recurring expenses in your workspace.
A read-only login
If your accountant should look without changing anything, add them as a teammate with the Viewer role under Settings → Staff team; Viewer is read-only. Remove them when their review is finished.
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