How to Export Tenant and Property Data from TurboTenant

Before you export anything

Use a desktop browser, create one folder named TurboTenant Export, and keep the original CSV or Excel files unchanged. If you clean or rearrange a file, save a copy under a different name.

Check that active leases, tenant names, rent, deposits, and outstanding balances look correct in TurboTenant first. An export faithfully carries existing mistakes into the next system.

• Use the account owner login
• Show all properties and all dates
• Keep original files
• Do not email unprotected tenant data

1. Export your TurboTenant rent roll

The rent roll is the most important file. TurboTenant says it can include the property and unit, room when applicable, current tenant names, lease start and end dates, security deposit, monthly rent, unpaid balance, and past-due balance.

TurboTenant's current help article places the rent-roll export at the bottom of the Payments dashboard. Some account layouts may also expose reports through Accounting, Insights, then Reports. Choose CSV when TurboTenant offers a format choice.

• Open Payments
• Find the rent-roll report
• Generate the report
• Download CSV
• Open it and confirm every active rental appears

2. Export charges and deposited payments

Open Payments and select Charges. Set the property, lease, category, status, and date filters broadly enough to include the history you need, then select Export. Charges explain rent, deposits, utilities, late fees, payments applied, and balances still owed.

For payment-specific details, also open Deposits and export that list. TurboTenant says the deposit export includes the amount, paid and deposited dates, tenant, payment method, lease title, address, payment notes, and charges paid.

• Use All Statuses
• Use All Time when available
• Export Charges
• Export Deposits
• Keep both files

3. Export expenses

If you tracked spending in TurboTenant, open Accounting, then Transactions, then Expenses. Set the date range and property filters, and use Export to download the CSV.

Review the file for dates, properties, categories, payees, amounts, descriptions, and payment methods. Receipt attachments may require a separate attachment export and can be limited by date range, so download those before canceling access if you need them.

4. Save tenant contact details

A financial report may contain a tenant's name without every email address, phone number, emergency contact, or archived record. Open Renters, then Tenants, and check both current and past or archived tenants.

If your TurboTenant account does not show a tenant-contact export, select the visible tenant list as page text, copy it, and paste it into the RentCaddie TurboTenant importer. Do not use TurboTenant's Select all checkbox for this step; that checkbox controls bulk actions rather than copying the displayed text.

• Copy current tenants
• Check past or archived tenants
• Preserve unique emails and phone numbers
• Review the pasted list before import

Check your export before moving

Count properties, occupied rentals, vacant rentals, active tenants, open balances, and payments. Compare those counts with the TurboTenant dashboard. Spot-check at least one whole-home lease and one unit or bedroom lease if you use both models.

Keep the files in a secure archive even after the migration. A software import is not a substitute for retaining records required by your leases, accounting policy, or applicable law.

• Every property appears
• Every active tenant appears
• Lease dates and rent are correct
• Open balances agree
• Payment totals are plausible
• Sensitive files are stored securely

Import the files into RentCaddie

RentCaddie accepts the TurboTenant files one at a time and shows a review before saving. Start with the rent roll, add charges or deposits, add expenses, and paste the tenant list when prompted.

You do not need to reformat the original exports. Keep the raw files intact and let the importer identify their columns. Resolve any unmatched tenant, property, unit, or bedroom on the review screen before committing the import.

Common questions