The TurboTenant Accounting system now allows you to book multiple transactions at one time! This is a convenient way to speed up your bookkeeping, especially when setting up the system or catching up on months of transactions.
When you need to batch book transactions, you’ll be redirected to the TurboTenant Accounting Website. We’re working to bring these tools directly into your TurboTenant Portal—coming soon for a smoother, all-in-one experience! This is a convenient way to speed up your bookkeeping, especially when setting up the system or catching up on months of transactions.
Batch booking is only available for Revenues, Expenses, Transfers, Fixed Asset Purchases, Ignoring, Deleting, and Undoing transactions. Over time, this feature will expand to support additional transaction types and actions.
To Book Multiple Transactions at One Time
1) Click the Transactions tab on the left side menu
2) Select the Transactions You Want to Batch Book
Check the box to the left of the transaction date you wish to book or modify.
Check the box at the top of the transaction list (to the left of 'Date') to select all transactions on the page.
3) Choose your desired action from the 'Actions' dropdown at the top right of the page
4) Enter the details of the transaction and click Book
Select the property scope, the property to which the transactions belong, and the account you'd like it to be tagged to.
These details will be dynamic based on the transaction type you choose.
5) View your updated transactions in the import feed
Tips to Batch Book Effectively
When batch booking, you'll want to make sure all the transactions will go to the same account and property scope.
Revenues, Expenses, Transfers, and Fixed Asset Purchases all need to go to the same transaction scope and account.
For example, batch book all 12 landscape expenses to the same property.
In the case of transfers between accounts, the two accounts would need to be the same transferred from and transferred to accounts.
Ignoring a transaction removes it from unbooked status and leaves it in your import feed, but it does not create a booked transaction and, therefore, is not included in your records or reports.
Undoing a transaction that has already been booked will revert it back to unbooked status and remove the booked transaction.
Deleting an unbooked imported transaction will remove it entirely from your import feed; you would need to re-add the transaction manually if you need to book it in the future.
The current status of the transaction determines what batch-booking actions you can take. For example, you can't 'Undo' a transaction that hasn't been booked yet or 'Book Expense' on a transaction where cash is coming into your account.
💡 TurboTip: Batch booking works best when going through individual bank accounts!