ID INSIGHTS

 
Quickbooks for Real Estate - Dealing with Unapplied Cash Payments accounting quickbooks real estate Feb 28, 2020

QBO is invaluable when it comes to prepping for taxes. But what are those weird "Unapplied Cash Payments" all about? In this video, I shed some light on these elusive accounts to help you...

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How to Add Tax Write Offs into Quickbooks/ Dealing with Intercompany Commingling Feb 21, 2020

What happens when you use your personal card for business expenses? Or you use one business card to pay for the expenses of a different business?? We've all done it...it's an unavoidable mistake...

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How to Enter Deposits from Property Managers using Quickbooks Online property management quickbooks Feb 14, 2020

You’ve hired a property manager...but you still need to track your rental revenue and expenses. In this video, I demonstrate how you can translate your Property Management statements directly...

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Globiflow 101: Triggers & Basic Automations globiflow podio Jan 31, 2020

The power of Podio depends on the ability to create robust and reliable automated workflows through Globiflow. The good news: Globiflow is easy! In this video, I demonstrate three foundational...

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How to use Zapier to Create a Google Doc from Data Stored in Podio api automation document template esignature google docs google drive integration merge fields podio zapier Jan 24, 2020

Automate your document creation process! In this video, I show you how to connect Podio with Google docs (via Zapier) to generate documents from pre-formatted templates. You can even embed the doc...

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