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How to Buy, Develop and Sell Vacant Land in Quickbooks Online

Uncategorized Mar 05, 2021
 

You bought the land, you’ve built the house, you’ve sold that house…but how do you accurately record all these events in your accounting books?? Check out this end-to-end video where I show you exactly how to record the purchase, development, and sale of vacant land in Quickbooks Online.

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Podio Best Practice - Importing to Update Items

Uncategorized Feb 17, 2021
 

I do this on every single Podio build! Importing data is actually the fastest and easiest way to update a bunch of Podio data all at once. Learn how to “stamp” the unique ID of a Podio item so that you can use it as a primary key upon importing.

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Super-Power your Data with Google Sheets (and STOP using MS Excel!)

 

Google Sheets continues to impress me! When I first discovered Google Sheets ~10 years ago, I thought "Really convenient...but it can't do much". Ever since then, Google has continuously improved its product to create a powerful analytics engine. 

In this video I demonstrate the immense power of "Slicer" to visualize and filter your data set! 

(NOTE - I make mention of a supplemental video on exporting data from QBO into Google Sheets....check that video out here: External Reporting)

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How to Integrate Buildertrend with Quickbooks Online

 

Buildertrend is an amazing tool for planning and managing rehab projects. The feature that pushes BT over the top is its seamless integration with QuickBooks Online. In this video, I’ll show you how to setup that integration for a consistent harmony between project management and accounting tools

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How to Analyze Rehab Projects

real estate rehab Aug 28, 2020
 

Download the Rehab Analyzer here: https://www.incomedigs.com/rehab-property-analyzer

Check out this super thorough excel tool for analyzing rehab properties! Nail your next flip and impress your investors!

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How to Set Up a Project Schedule in Buildertrend

Uncategorized Aug 07, 2020
 

Establish a strong project foundation with Buildertrend’s Scheduling Functionality! Buildertrend is a truly amazing tool that I use to run my entire construction business. I’ve found that the key to a successful project is establishing a strong foundation via the schedule. In this video, I demonstrate how this seemingly simple task can have a major impact on the success of your project!

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Saving time with Reconciling Journal Entries

Uncategorized Aug 01, 2020
 

Journal entries are extremely powerful. I know they're a bit tedious...and maybe even confusing. But they can save you a bunch of time. 

Let's say you've been tracking your books using "Customers" to tag property-specific transactions. Maybe you'd like to switch to "Classes"...

No. Big. Deal. 

Check out how I use a reconciling Journal entry to quickly "move" funds from one method of property tracking to another! 

 

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How to Edit Existing Podio Items with Momentum Dynamic Forms!

momentum tools podio Jun 12, 2020
 

Link to Momentum Tools: https://bit.ly/IDformtool 

Web forms have always been a great way to add new items to your database. But what if you could edit existing Podio items with a Web Form? Momentum Dynamic Forms makes it possible! In addition to being an amazing tool for creating powerful web forms, Momentum allows you to create a completely new user experience for both Podio and non-Podio users. Give it a try!

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Podio Hack - Pre-populating Web Forms with Related Field Data

Uncategorized Jun 05, 2020
 

Sign up for the Podio Crash Course VIP List: https://bit.ly/podiocourse

As Podio users, we're constantly struggling to navigate and deal with sometimes difficult user experience. There is so much automation...but this automation often requires extra fields and back end error checking/ data validation. This really cool hack helps to resolve these issues by pre-populating Podio's native web forms. You get the best of both worlds: The attractive, simple interface of a web form + an intelligently pre-populated form based on related fields. Enjoy!

 

Sample Calculation:
@Deal Unique ID (Hidden) "[CREATE APPT](https://podio.com/webforms/24610797/1803216?fields[link-to-sales-pipeline-2]="[email protected] ID+")"

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Podio Summary Tables: Display Related App Info

Uncategorized May 22, 2020
 

Podio apps can get long...with seemingly endless scrolling. One solution is to store key information in a secondary app. But then we run into issues navigating back and forth. Enter Summary Tables! Display related app information in a neat, concise table format (and navigate to the app if you need more detail)

Sample Calculation: 

var header = "["[email protected] of Property+"]("+'https://podio.com/incomedigscom/workspace-eewp6y/apps/properties/items/'[email protected] of Unique ID (Hidden)+")"

var label1 = "Status"
var label2 = "Zestimate"
var label3 = "Bedrooms"
var label4 = "Bathrooms"
var label5 = "Type"
var label6 = "Link to Comps"

var value1 = @All of Status
var value2 = "$"[email protected] of Zestimate.toFixed(0).replace(/\B(?=(\d{3})+(?!\d))/g, ",")
var value3 = @All of Bedrooms
var value4 = @Sum of Bathrooms.toFixed(1).replace(/\B(?=(\d{3})+(?!\d))/g, ",")
var value5 = @All of Home Type
var value6 = "[Zillow Comps]("+ @All of Zillow Comps + ")"


var markdown = header +" | "+ "\n --- | ---\n";
markdown += label1 +"...

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