Switching from TurboTenant when you rent by the room

1. 1

   Pick a quiet week

   Switch after this month's rent is in and before next month's is due. Then no resident is ever asked to pay in two places.

   • Rent due on the 1st? Aim for the second or third week.
   • Rent due weekly? Switch the day after a rent day.
   • Say nothing to residents yet. The note goes out in step 6.

   • 1st to 5thRent comes in, in TurboTenant
   • Mid-monthMove the records, invite residents
   • Next 1stFirst rent in RentCaddie

2. 2

   Take four things out, on the same day

   TurboTenant has no single export. Three files and one copied page hold everything, and taking them on one day means they agree with each other.

   • Rent roll, Charges and Expenses download as files.
   • The Tenants page is copied and pasted. It holds the emails.
   • Keep the files exactly as they download. Do not tidy them.

   • Rent rollFile
   • ChargesFile
   • ExpensesFile
   • TenantsCopy, paste

   • Rent rollAccountingInsightsReportsRent roll

     Your houses, who lives where, each rent and the lease dates.

     Open it before you go on. Every occupied bedroom should be a row.

   • ChargesPaymentsChargesExport

     Every rent, deposit and utility charge, paid or unpaid.

     Set every filter to All, including All Time. Over 500 charges, export each page.

   • ExpensesAccountingTransactionsExpensesExport

     What you spent, by house.

     Check the date range first. A three-month filter exports three months.

   • Tenants pageRentersTenants

     Email addresses and phone numbers, which the other three leave out.

     Drag to highlight the list, then copy. The Select all box copies nothing.

   Every click, with pictures
3. 3

   Bring them in and read the review

   You see every house, every bedroom, who lives in it and what they owe before anything is saved. This is where a room rental is set up right or wrong.

   • For each house, choose "By the bedroom". Each room gets its own lease.
   • Check each resident sits in the right bedroom before you save.
   • Bills marked paid in TurboTenant arrive paid. Nothing is billed twice.

   1420 Elm StBy the bedroom

   • Bedroom 1 Maya R.$650
   • Bedroom 2 Jordan P.$625
   • Bedroom 3 Sam T.$640

4. 4

   Check three numbers against TurboTenant

   If these three agree, the move is right. If one does not, you find out today instead of on the 1st.

   • Residents: count the rows on the rent roll you downloaded.
   • Rent each month: add up its rent column.
   • Still owed: add up its unpaid balances.
   • One is off? It is nearly always a filter on the Charges export. Export again with every filter on All.

   • Residents3
   • Rent each month$1,915
   • Still owed$120

5. 5

   Add what the export does not say

   A file cannot carry a signature, and it does not say what your lease says about late rent. RentCaddie asks you; it never guesses.

   • Upload each signed lease to its resident. Nobody signs again.
   • For each lease, answer the day rent is due, the late fee, and who pays utilities.
   • Set up how you get paid, before you invite anyone.

   Bedroom 2 Jordan P.

   Signed lease uploaded

   • Rent due dayYou answer
   • Late feeYou answer
   • UtilitiesYou answer

6. 6

   Tell residents once, with one date

   One short note, one date, the same for the whole house. Housemates talk; a different story per room is how rent gets paid to the wrong place.

   • Invite every resident on the same day and send the note below.
   • Stop next month's charges in TurboTenant, so nobody is billed there too.
   • Keep your TurboTenant login. Old messages and applications stay there.

   Hi Maya. From the 1st, rent for 1420 Elm St is paid through your new resident page. Your invitation is in your email.

   Done. All set up.

   The note

   Hi [name]. Starting [date], rent for [house] is paid through a new resident page. Your invitation arrives by email today. Please set up your payment there, and cancel any automatic payment you have in TurboTenant. Your rent, your due date and your lease stay exactly the same.

   Copy the note

Menu names are TurboTenant's own, as they read on 08/23/2026.