QuickBooks, an Intuit company, is a leading accounting platform that is used by over 7 million customers nationwide*. Many property management companies and community associations use QuickBooks Online to develop budgets, pay vendors, maintain resident databases, and manage company finances. Multifamily businesses using QuickBooks Online can take business operations and resident engagement to the next level by syncing their account with Pilera. In this blog article, we discuss the benefits of integrating your QuickBooks Online account with a management software, such as Pilera Software, to seamlessly manage your properties and deliver superior customer service.
1) Eliminate manual entry
By connecting your QuickBooks Online account to your management platform, you’ll free your team from tedious manual data entry and let them focus on what really matters – building stronger relationships and delivering exceptional service. Automated syncing means resident contact information flow seamlessly between systems, cutting down on errors and saving hours of catch-up time each week.
Need to pull a resident’s payment history before a board meeting? It’s just a click away. Want to spot overdue balances and send a reminder to the resident? You can easily communicate with residents without manual effort. Your staff stays focused on proactive outreach – welcoming new residents, expediting work orders, and keeping residents engaged – rather than wrestling with spreadsheets.
Pilera has a two-way integration with QuickBooks Online, which means that your data is consistent and accurate in both systems. The two-way integration reduces any error that may occur during manual entry.
2) Maintain the integrity of your information
By seamlessly integrating your management software with QuickBooks Online, you keep your accounting and management teams focused on what they do best. Your finance professionals stay in QuickBooks Online – tracking budgets, processing vendor payments, and monitoring rent. Your on-site managers use management software such as Pilera to handle work orders, streamline resident communications, and drive community engagement.
This clear separation of duties reduces errors and eliminates duplicate data entry, so you get one source of truth for your books and another for your daily operations. Real-time syncing means your teams collaborate effortlessly, with full transparency into financial performance and service delivery. The end result is faster decision-making, stronger resident satisfaction, and a more efficient, profitable multifamily business.
3) Gain insight into your units
With unit and address information frequently syncing from QuickBooks Online to your management software, managers can easily keep track and manage their units in one place. Many other property management platforms do not provide a comprehensive unit history, but in Pilera, managers can maintain the unit’s history as residents move in and out. This enables property managers to quickly look-up unit information as they are helping current tenants/residents or while they are preparing a unit for a new tenant to move in. At any time, managers can see the unit history for:
- Occupants, communication preferences, contact information, and account number.
- Lease – Start and end dates, deposits, and move-in/move-out dates.
- Vehicle – View all vehicles associated with the unit.
- Work Orders – View currently open or all service requests.
- Unit Logs – Keep track of important or support requests for a unit.
4) Communicate with your residents through synced contact information
In property management, keeping the lines of communication open isn’t just a nice-to-have, it’s expected. When you share regular updates – whether it’s a quick email blast, a community newsletter, or a timely text – you give residents the information they crave and the peace of mind they deserve. You catch small maintenance issues before they spiral, align your team around key decisions, and turn potential conflict into collaboration. For communication to be effective, it’s important to have accurate contact information for residents.
With the two-way integration between your management platform and QuickBooks Online, resident contact information (emails and phone numbers) are synced back and forth. Financial balances are also synced from QuickBooks so that residents can easily look up their balance and make payments.
Once the resident contact information is synced in a management platform such as Pilera, managers can provide them with a self-service portal where they can view important property and unit information, submit service requests, and update contact information for management. When residents update their contact information in Pilera, it is synced over to QuickBooks Online. This saves managers time while ensuring that they have accurate contact information to send residents notices. Managers can also:
- Send announcements and messages through the contact method (text, email, or phone) and the language residents prefer.
- Send documents, events, and package notifications.
- Maintain a full history of the resident’s interactions with the management in one place: communication, documents, activity logs, financial balances, work orders, insurance, contact information, lease information, and more.
Streamline your customer service today
Integrating your QuickBooks Online account with community management software such as Pilera can streamline your customer service operations and make managing your properties easier. Property managers can maintain the integrity of data by reducing manual errors. Additionally, once managers have accurate resident contact and unit information, they can deliver superior customer service to their prospective and current residents with confidence. If you would like to learn more about how Pilera’s integration with QuickBooks Online can work for your property management company today, you can get a personalized demo.
*Disclaimer: This information is from the QuickBooks company website and reflects the statistics at the time of this writing.
