Tracking categories let you tag property-related transactions so they sync correctly between Re-Leased and QuickBooks Online. Each property must have a Class assigned as its tracking option — this ensures invoices entered in QuickBooks Online link back to the correct property in Re-Leased after a sync.
Step 1 — Set Up Classes in QuickBooks Online
In QuickBooks Online, click the settings cog icon, then All lists, then Classes.
Click New to add a Class for each property in Re-Leased.
Note: QuickBooks Online supports sub-classes, but these are not currently fully supported for property tracking in Re-Leased.
Step 2 — Import Tracking Categories into Re-Leased
In Re-Leased, click the flag icon in the black sub-navigation bar to open the sync messages dropdown, then click Start sync.
Confirm the import under Settings > General > Tracking.
Note: Tracking categories/classes must be managed in QuickBooks Online — the list in Re-Leased is not editable.
Step 3 — Link Property Tracking in Integration Settings
In Re-Leased, go to Settings > Manage Integrations and Add-ons.
Select your company from the dropdown and click View details on the QuickBooks Online tile.
Click the Settings tab, then click Edit in the Property Tracking section.
Select Class from the dropdown.
Check Update the associated property on all invoices in most cases.
Click Save.
Step 4 — Assign a Tracking Option to Each Property
Open the property and go to the Property Details tab.
Scroll to the Tracking Categories section and select the appropriate Class from the dropdown.
If updating existing invoices, check Update the associated property on all invoices.
Click Save.
