The file needs a close owner
Bank feeds and rules can collect activity, but someone still has to reconcile accounts, review exceptions, post adjustments, and confirm the period is complete.
Real estate accounting in QuickBooks Online
Keep QuickBooks. Add the accounting department your portfolio needs.
Hire Sofia is an authorized QuickBooks Online partner. Hire Sofia Accounting Services supports property managers with real-estate accounting. If QBO is already your accounting system, our services team can maintain the books there—without requiring a migration to Sofia AI.
Accounting pain points
Owning QBO does not create an accountable monthly close.
Hire Sofia Accounting Services serves property managers and real-estate operators who want to keep QuickBooks Online while adding a specialized accounting team. Property managers need more than software access. They need a team that understands property-level activity, trust obligations, owner reporting, and the management company’s corporate books.
Trust and corporate books have different jobs
Owner and guest funds may require trust-accounting controls, while payroll, overhead, debt, equity, and operating results belong to the management company’s corporate record.
Owner statements must tie to reviewed books
Statements are more dependable when property activity, liabilities, fees, and cash have been reconciled before the report reaches an owner.
One connected workflow
From QBO activity to an accounting close your team can rely on.
Hire Sofia Accounting Services works inside the client’s QuickBooks Online environment, maintains the books under an agreed scope, and carries each period through reconciliation, reporting, and owner deliverables.
01QuickBooks Online
02Bank & card activity
03Accounting review
04Reconciliations
05Owner statements
06Monthly financials
Clear responsibilities
Use each team and system for the job it owns.
The roles below keep operational records, accounting services, and software responsibilities explicit. A complete close still depends on supported source activity, evidence, and review.
QuickBooks Online: Accounting Software
QuickBooks Online is the accounting software where the client’s chart of accounts, transactions, journal entries, reconciliations, and financial reports are maintained.
Hire Sofia Accounting Services: Your Accounting Team
Hire Sofia Accounting Services handles the client’s accounting in QBO, including trust accounting, owner statements, bank reconciliations, monthly close, corporate books, and financial reporting.
- Trust accounting
- Owner statements
- Bank reconciliations
- Monthly close
- Profit & Loss, Balance Sheet, and financial reporting
Sofia AI: Accounting Software
Sofia AI is Hire Sofia’s optional real-estate accounting software that turns supported bank and card activity into property-level accounting, reconciled books, and financial reports. QBO clients do not have to switch.
- An optional Sofia accounting platform
- Not required for QBO service clients
- No forced software migration
Owner statements and financials
Related outputs. Different responsibilities.
For property managers, Hire Sofia Accounting Services can prepare owner statements from reconciled property activity under the management agreement and service scope. Corporate P&L and Balance Sheet reporting remain separate outputs for the property management company.
QuickBooks Online accounting FAQ
Specific answers before the demo.
Platform statements reviewed from QuickBooks Online overview (2026-09-21), QuickBooks partner brand guidance (2026-09-21).
Do I have to move from QuickBooks Online to Sofia AI?
No. Hire Sofia Accounting Services can operate and maintain your existing QBO books. Sofia AI is a separate accounting-software option for clients who choose it, not a requirement for QuickBooks clients.
What does Hire Sofia Accounting Services handle inside QBO?
The agreed service can include monthly close, bank and card reconciliations, journal review, owner statements, applicable trust accounting, corporate books, and financial reporting.
Can Hire Sofia Accounting Services support property managers with trust accounting?
Yes, where applicable and included in the service scope. Trust requirements vary by jurisdiction and operating model, so the account structure, controls, and reporting responsibilities are defined during setup.
Does Hire Sofia Accounting Services replace QuickBooks?
No. For QBO service clients, QuickBooks Online remains the accounting system and Hire Sofia Accounting Services is the team maintaining the books. Clients who prefer Sofia’s own software can evaluate Sofia AI separately.
Accounting built for real estate
See Hire Sofia Accounting Services handle the accounting around QuickBooks Online.
Bring your properties, financial accounts, and current reporting questions. We’ll show you how Hire Sofia Accounting Services and Sofia AI software fit—and where your existing platform remains in charge.
Book a Demo →