In this guide, we will explore the steps necessary to configure the automation for Owner Statements. This automation is important in order to successfully generate monthly owner statements. Follow along as we guide you through the set up process.
The video above is conveniently broken up into chapters, allowing you to easily navigate and skip to specific sections as needed.
00:00 - Overview
00:49 - Configure Mappings
02:22 - Settings
Add the Owner Statements Automation
From the Automations screen, click the Add Automation button.
Select Owner Statements, then, in the next screen, Add automation.
You will be directed to the History tab of the automation. This screen will be blank as there is currently no historical data.
Configure Mappings
Select the Mappings tab.
Select Classes.
If you have already completed other automations, the classes will already be configured as the settings transfer over. Otherwise, match each listing to it's corresponding QBO class.
Select Location and map the default to the Trust account in QBO.
Select Vendors.
Using the drop down field next to each listing, connect your vendors to each listing. This is typically set based on the owner.
Please check out the Configure Mappings section in the video above for more information.
Update Settings
Click on the Settings tab.
Set the Enable Automation toggle to on.
Click Save.
You are able to run the automation from within the automation configuration. However, owner statements are most often run from the Statements menu. For more information, check out our Owner Statements helpdesk section.