How to switch from Stessa to DoorKeeping: reports to download and account closing
Download your reports from the Reports page in Stessa, including the general ledger, income statement, rent roll and Schedule E where your plan includes it, before you ask Stessa to close your account. Stessa says account deletion is permanent and its closing article does not say whether you can export first, so save everything beforehand.
Which Stessa reports to download
Stessa's article on what reports come with each subscription lists these reports: General Ledger, Income Statement, Net Cash Flow, Rent Roll, Stress Test, Basic Tax Package, Schedule E (Manage and Pro plans), and, on the Pro plan only, Balance Sheet, Capital Expenses and Schedule of Real Estate Owned. Which ones you can use depends on your plan.
Stessa's article on transactions explains that on the Reports page you choose a report type, scope, date range and layout, then use Download to export to Excel or PDF. Its rent roll article says the report pulls from the units and leases entered on each property's Leases tab, and can be downloaded as PDF or Excel.
| What you need | Stessa report | Use |
|---|---|---|
| Every transaction | General Ledger, one run per year | The core record for your accountant |
| Profit by property | Income Statement | Year-end review and tax prep |
| Tax lines | Schedule E (plan dependent) or Basic Tax Package | Compare to what your preparer filed |
| Tenants, rent, deposits | Rent Roll | Source for the file you import |
This guide found no Stessa article that says how to export a raw transaction list as CSV, so use the General Ledger report in Excel for that.
How long does it take?
Stessa is mainly a bookkeeping tool, so most of the work is the books rather than tenants. Plan one day to download every report for every year and every property, a day to set up properties and import the rent roll, and a day to check totals. Do not wait for the account to be closed to find a gap, because you cannot go back and re-run a report afterwards.
What carries over
- Loaded as data: properties, units, tenants, rent, lease dates and deposits from the rent roll.
- Checked once: the bank balance of each property and each tenant's balance on the cutover date.
- Kept as files: past years of ledgers and tax reports, which stay in your archive.
If you used Stessa to track categories for Schedule E, use the report and category names in your files as the map when you set up expense accounts in the new system. The IRS page Tax Information for Landlords is the primary source for what rental income and expenses belong on Schedule E.
Closing your Stessa account
Stessa's article Closing Your Stessa Account says you request deletion by emailing support@stessa.com or using the messenger, from the email linked to the account. It states that deletion is permanent, that portfolios, properties, transactions and bank connections are removed, and that you can create a new account later with the same email but the old data will not come back. It adds that a Cash Management account must have a zero balance with nothing pending before the account can be deleted, and that you can close only the Cash Management account and keep the rest. The article does not say whether you can export first, so ask support if you have doubts, and do your downloads before you send the request.
Cutover timing and telling tenants
Cut over on a month end. If tenants pay rent through Stessa, tell them the date their payments will move, the new way to pay and that their lease is unchanged. Do not close the Stessa account until the last payment you expect through it has cleared and the reports are saved.
Example a made-up 6 unit portfolio runs its General Ledger for 2025 and 2026 year to date and finds $54,000 of rent income and $21,500 of expenses for 2025. After setup, the new books should show the same two totals for 2025 before you trust any later report.
How DoorKeeping handles it
DoorKeeping keeps one set of books per property, with expense accounts that map to Schedule E lines, bank feeds and deposit matching, and month-end close. Import the Stessa rent roll as a CSV or XLSX file, confirm what DoorKeeping reads, and the leases and tenants are in place.
Rent and payments stay in your own bank accounts. DoorKeeping never holds your money and sends a payment only when you approve it. It costs $2 per unit per month with every feature included.
Sources
- Stessa, What reports are included in my Stessa subscription, read Oct 30, 2026
- Stessa, Transactions explained (Reports page, Download to Excel or PDF), read Oct 30, 2026
- Stessa, Understanding your rent roll report, read Oct 30, 2026
- Stessa, Closing your Stessa account, read Oct 30, 2026
- IRS, Topic no. 414, Rental income and expenses, read Oct 30, 2026
Questions
- Can I export my data from Stessa?
- Stessa's Reports page lets you download a report to Excel or PDF after choosing the type, scope, date range and layout. The rent roll downloads as PDF or Excel.
- Is Stessa account deletion reversible?
- No. Stessa's article says deletion is permanent and the old data does not come back, even if you create a new account with the same email.
- What do I do with a Stessa Cash Management balance?
- The article says the balance must be $0 with nothing pending before deletion, so move the funds to an external connected account first.
- Which Stessa reports depend on my plan?
- Stessa lists Schedule E for the Manage and Pro plans, and Balance Sheet, Capital Expenses and Schedule of Real Estate Owned for Pro only.