Pull income and expense data from QuickBooks Online into a Google Sheets template each month. The template auto-calculates NOI (net operating income) per property, then Gmail sends each owner a PDF of their personalized report on the 1st — no manual formatting needed.
Connect QuickBooks Online to Google Sheets via a scheduled monthly export — pull income, expenses, and category totals per property.
Build a template tab in Google Sheets that auto-populates revenue, expenses, and NOI for each property when new data arrives.
Use a Google Apps Script to generate a PDF of each owner's property tab on the 1st of each month.
Send each PDF automatically via Gmail using a mail-merge script that pulls owner email addresses from your master list.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut the time you spend on monthly report prep and deliver reports to every owner on the same day each month.
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