The QuickBooks Custom Export lets you pull invoice or payment data out of Rentopian, filtered the way you need, for use in QuickBooks or your accounting workflow.
Where to Find It
Reports → Activity & Logs → QuickBooks Custom Export
What This Report Shows
Invoice or payment records (you choose which)
Amounts, tax, customer, and dates
Filters You Can Apply
Data type — invoices or payments
Date range — the period you want to export. A single export can cover up to about 13 months at a time; for a longer span, run consecutive ranges.
Status and client
Location — if your company has more than one location, you can limit results to specific locations. (Single-location accounts won't see this filter.)
⚠️ How This Report Works
A few things to know:
You export either invoices or payments, not both at once. Choose the data type before running it.
This is an export tool built to feed your accounting system, rather than an on-screen analysis report.
Exporting
The export is generated in the background — you'll be notified when the file is ready to download.
Need Help?
If you have questions about the QuickBooks Custom Export, contact us at [email protected].