Your initial integration with QuickBooks Online depends on how much data you already have in Re-Leased and in QuickBooks Online.


No Data in Re-Leased

If you don't have any data in Re-Leased, there will be no synchronisation issues between the data and the integration will simply copy your QBO settings, invoices and contacts into Re-Leased.


Data already in Re-Leased

If you have been using Re-Leased before you integrate with QBO, there may be differences between your Re-Leased data and the data in QBO.

Re-Leased will look at the data coming from QBO and alert you if there are any attempts to overwrite existing financial settings in Re-Leased. You'll be given the option to merge Tax Types and Chart of Accounts already in your Re-Leased account with the Tax Types and Chart of Accounts from QBO or archive them.

You should be prepared for these differences and know whether you want to replace your Re-Leased settings with those in QBO or archive them.

Note that no data will be lost; if there are discrepancies then the data will be archived in Re-Leased.


Previously using QBO to invoice for rent?

The Tenancies in your Re-Leased account will raise rent income invoices automatically, using the settings in the Rent template section of the Tenancy file. Any repeating invoices for rent in QBO should be cancelled to coincide with the first invoices raised by Re-Leased. It's recommended that all income be raised within Re-Leased so it can be connected to the Tenancy.


IMPORTANT NOTE: there is a 1:1 connection between each Re-Leased company and the corresponding QBO company. Once a Re-Leased company has been connected to a QBO company, it cannot be re-connected to any other QBO company.