Quickbooks Online for Real Estate Investors: Classes vs. Customers

 

It's time to settle the ongoing Quickbooks/ Real Estate debate! How do you separate project-specific reporting? By customer or by class? Here I discuss the pros and cons of each strategy while ultimately delivering my personal recommendation... (Hint....the customer is always right!)

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Quickbooks Online for Real Estate Investors: Setting up for Rehab Projects

 

In direct response to an audience question (thanks Andy from TX!), here’s a step by step guide for setting up Quickbooks Online to track your rehabs. Learn how to set up your Chart of Accounts, utilize “Projects” and ultimately track your construction expenses!

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Quickbooks Online for Real Estate Investors: Translate an HUD to QBO

 

The most common question regarding REI accounting: “How to translate an HUD?” Here it is! A step by step guide to recording the purchase of property!

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Quickbooks Online for Real Estate Investors: Accepting Payments from Tenants

 

We all love QBO to manage our rental business. The best part is getting paid! This video demonstrates how to properly account for these rental payments to keep your business organized and your cashflow humming!

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Quickbooks Online: How to Manage Multiple Businesses within one Subscription

Uncategorized Jun 20, 2019
 

One of the major frustrations associated with Quickbooks Online is the inability to handle multiple businesses. Technically, you would need separate subscriptions for each business. This can be very frustrating for those of us with multiple businesses....all of which do similar things. I've come up with a workaround using QBO "Location Tracking"....check it out here!

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Quickbooks Online: Construction Loans and Budget

 

It’s common to finance your rehab with a private or conventional construction loan. Learn how to track this loan and subsequent draw payments. PLUS - we start the conversation on the pros and cons of QBO budgets.

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Podio App-Based Tasks and Checklists

 

 So many of our businesses are run off of repeatable processes and checklists. We’ve come up with a really cool way to automate this with Podio and Globiflow. Want to give it a try? Get in touch and we can talk about getting this exact framework into your workspace!

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How to Integrate Quickbooks Online with Podio - Using Zapier

 

Quickbooks Online is an amazing tool for tracking the financials of your Property Management business. But QBO falls short in many other operational areas. Workflow automation software like Podio can help to fill in these gaps. This video demonstrates how to integrate Podio with QBO. As you can imagine, the possibilities are endless with an integration this powerful. Stay tuned for additional use cases as to how we can leverage the powerful functionality of many different Property Mgmt Software services!

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How to Manage Tenant Accounts Receivable in Quickbooks Online

 

Perhaps the most crucial role of any property manager is corresponding with and collecting rent from tenants. Quickbooks Online has amazing accounts receivable functionality built right in! In this video, I'll show you how I use QBO to track my tenant rent balances, add late fees and send reminders.

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How to Setup Your Quickbooks Chart of Accounts for Rental Properties

 

Update: Audio has been fixed. Enjoy watching!

Reduce time preparing your taxes...set up your chart of accounts to map directly to your IRS forms! Check out this demo where I show you how to establish your COA for Rental Property Management!

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