How do I export HOA payment data to QuickBooks without duplicating entries?

Exporting payments

When exporting payment data from HOALife to QuickBooks, ensure you only import each transaction once. Use HOALife’s built-in QuickBooks integration to send payments directly to your ledger, and avoid re-importing the same CSV file manually.

Best practices

• One-way sync: Enable automatic sync from HOALife to QuickBooks to prevent duplicates.
• Check for duplicates: Review your QuickBooks activity feed to ensure each payment appears only once.
• Lock periods: After reconciling, lock the period to prevent re-import of historical data.

HOALife safeguards

Our integration tags each payment with a unique ID so QuickBooks can detect duplicates and skip them automatically.