Exporting rent + expenses to QuickBooks Online (or Xero)

Summit doesn't try to be your accounting system. It exports clean CSVs that drop into QuickBooks Online or Xero without remapping.

Rent received export

1. Dashboard → Finances → Bookkeeping exports.
2. Period: Last month / Last quarter / YTD / Custom range.
3. Format: 3-column (QBO bank import) by default — Date / Description / Amount, MM/DD/YYYY dates. This is what QBO actually accepts as a bank-feed CSV.
4. Click Rent received CSV. Download. Drag into QBO → Banking → Upload from file.

By default only PAID payments are exported (what your bank actually saw). Check "Include unpaid / pending" if you need an AR aging export instead.

Maintenance expenses export

1. Same panel → Maintenance expenses CSV.
2. Only includes maintenance with actual_cost populated (work that was done + paid).
3. Description includes the vendor + category so QBO's auto-categorize routes it to Repairs & Maintenance.
4. Amounts are negative in the 3-col format (expense reduces account balance).

Formats available

• qbo-3col (default): Date / Description / Amount. QBO bank-feed import.
• qbo-4col: Date / Description / Credit / Debit. Split-column variant some accountants prefer.
• sales-receipt: 9-column expanded — Customer, Product/Service, Property, Unit, Status, Method, Reference. Not directly QBO-importable; use as a working spreadsheet.
• Xero: Date / Amount / Payee / Description / Reference. Xero bank-statement-import format.

The same data is available via API for operators with their own accounting integration — see /me/export/quickbooks-payments and /me/export/quickbooks-expenses.