Importing rental income and expenses directly from your financial data makes your workflow more seamless and efficient.
Step 1. Prepare your Financial Data
Ensure that your financials have been successfully imported so that the data is available for selection via the Import option.
See attached sample excel template
You need to classify the "Account" accordingly
Step 2. Navigate to Rental Section
Go to Income > Rent
Step 3. Add a Worksheet
Click Add Worksheet to create a new rental worksheet.
Step 4. Import Data
Select Import to bring in the relevant financial data. The imported data will automatically populate into the worksheet.
Tip: If you see similar line items, make sure each has a clear and distinct description. This will help you select the correct item for import.
This will help you to identify what the correct item you need to select
Step 5. Review Imported Rental Details
For example, if you’re working on Property 1, confirm that the imported items are correctly assigned to Property 1.
Result:
