Import guide · TurboTenant

Get your 4 files from TurboTenant

Do these four things in TurboTenant, then drop them into RentCaddie. The moving highlight shows exactly where to click. (Example data shown.)

1

Rent roll

Your homes, tenants, rent, and lease dates.
AccountingInsightsReports
Fills “People & homes”
rental.turbotenant.com/owners/accounting/insights/reports
Dashboard
Payments
Accounting
Insights
Transactions
InsightsImport transactions
OverviewReports
Most popular reports
Profit & loss
Income and expenses.
Tax packet export
All tax reports in one file.
Rent rollRental income, lease terms, tenants.Click Rent roll
Expense summary
Tracks your spending.
2

Charges

Every rent, deposit, and utility charge — paid or unpaid. Set All Statuses and All Time first, then Export.
PaymentsChargesExport
Fills “Money owed & paid”
rental.turbotenant.com/owners/payments/charges
Dashboard
Payments
Maintenance
Renters
Tenants
PaymentsActions ▾Create charge
OverviewChargesDeposits
RentalsAll LeasesAll CategoriesAll StatusesAll Time
ExportClick Export
Due dateCategoryLeaseStatusAmount
07/05/2026Utility ChargeOak Grove, A1 - Jamie Rivera$46.14
07/05/2026Utility ChargeOak Grove, A2 - Priya Shah$46.14
07/01/2026RentCedar House, B1 - Marcus Bell$725.00
07/01/2026RentCedar House, B2 - Elena Cruz$700.00
07/01/2026RentMaple Court, 3 - Devin Park$650.00
3

Expense summary

What you spent, by property.
AccountingInsightsReports
Fills “Expenses”
rental.turbotenant.com/owners/accounting/insights/reports
Dashboard
Payments
Accounting
Insights
Transactions
InsightsImport transactions
OverviewReports
Most popular reports
Profit & loss
Income and expenses.
Tax packet export
All tax reports in one file.
Rent roll
Rental income, lease terms, tenants.
Expense summaryTracks your spending.Click Expense summary
4

Tenants page — copy & paste

This is the one thing you can’t download — but it holds your tenants’ emails. On the Tenants page, click and drag to highlight the whole list (like selecting text on a page), copy it, and paste it into RentCaddie.
RentersTenantsClick & drag to highlightCopy (⌘C)
Tip: the “Select all” checkbox won’t copy anything — it’s for bulk actions. Drag to highlight instead.
rental.turbotenant.com/owners/renters/tenants
Dashboard
Payments
Renters
Leads
Tenants
Active Tenants (19)Invite to apply
Select all (19) Show FiltersAdd New
Contact infoLeasePortal access
Jamie Rivera
jamie.rivera@example.com
(555) 210-4477
Oak Grove, A1 - Jamie RiveraLast active 07/01/26
Priya Shah
priya.shah@example.com
(555) 884-1290
Oak Grove, A2 - Priya ShahLast active 06/30/26
Marcus Bell
marcus.bell@example.com
(555) 337-0155
Cedar House, B1 - Marcus BellLast active 07/02/26
⌘C  Copy
Paste your Tenants page — in RentCaddie
Jamie Rivera jamie.rivera@example.com (555) 210-4477 Oak Grove, A1 - Jamie Rivera …19 tenantsCopied — now paste it here

That’s it. Drag files 1–3 onto RentCaddie’s import screen (they sort themselves), paste file 4, and press one button.