Connecting Re-Leased to QuickBooks Online creates a one-to-one link between a single Re-Leased company and a single QuickBooks Online company. Once connected, both systems stay in sync — invoices, payments, contacts, and chart of accounts all flow between platforms. This connection cannot be reconfigured once established, so ensure you connect the correct companies from the start.
Before You Connect
In QuickBooks Online, confirm the following are set up before initiating the sync:
Tax types established
Chart of accounts in place
Products/services defined — watch a demonstration video
Classes set at the line item level for property tracking (Plus and Advanced plans only)
Custom transaction numbers turned OFF in Settings > Sales
The following Automation settings disabled:
Automatically apply credits
Automatically invoice unbilled activity
Automatically apply bill payments
Note: If you have been using QuickBooks Online for rent invoicing, cancel any repeating invoices before the first Re-Leased invoice is created. This ensures all income is tracked under Re-Leased from the start.
How to Connect QuickBooks Online
Navigate to Settings and select your company from the dropdown at the top left.
Scroll down and click Manage Integrations & Add-ons.
Find QuickBooks Online and click Connect.
Sign in to your QuickBooks Online account when prompted.
Select the company to sync and click Next.
Click Connect to confirm. You will be redirected back to Re-Leased to finalise the setup.
Matching Accounts, Tax Types, and Contacts
If Re-Leased already has existing data, you will need to match the following with their QuickBooks Online equivalents:
Tax Types — archive or replace any that don't match QuickBooks Online rates.
Accounts — archive or replace unmatched accounts. Ensure any existing Rent chart of accounts in Re-Leased is matched to a QuickBooks Online Sales item (with an S prefix), not a standard chart of account.
Tracking Options — match with QuickBooks Online classes.
Contacts — create in QuickBooks Online, match with existing, or archive.
Note: All income invoices (including rent invoices) in QuickBooks Online must use an item, not a standard chart of account. If a Rent chart of account already exists in Re-Leased, match it to a Sales item at setup time.
How Items Work in Re-Leased
Income Items (linked to Revenue accounts) — appear on Income Invoices and Credit Notes only.
Expense Items (linked to Expense accounts) — appear on Expense Invoices and Credit Notes only.
Dual Items (linked to both Revenue and Expense accounts) — appear on all Invoices and Credit Notes.
Any changes made to items in QuickBooks Online automatically update in Re-Leased.
Setting Up Your Sync Preferences
Choose a Sync From Date.
Reconcile Tax Types, Accounts, Tracking Options, and Contacts as described above.
Click Continue, then Confirm to start the first sync.
The initial sync duration depends on the volume of data. When complete, the integration status icon in the header changes from a spinning circle to a blue flag.
Invoice Numbering
When you create an invoice in Re-Leased, it receives a Re-Leased invoice number. Once approved and synced to QuickBooks Online (with custom numbering turned off), the invoice receives a QuickBooks Online number which replaces the Re-Leased number in both systems.
Invoices created in QuickBooks Online retain their QuickBooks Online numbers when they sync to Re-Leased.
If you disconnect from QuickBooks Online, all subsequent invoices revert to Re-Leased numbering.