End to End Quickbooks Training: REAB 2.0 is Live!

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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Podio Navigation - How to Use Hyperlinks to Jump Between Apps

Uncategorized May 15, 2020

Podio’s user interface can be a major limitation. Apps with a high amount of data can lead to endless scrolling/ getting lost while navigating between app relationships. In this video, I demonstrate how to automatically link apps together and navigate between them with hyperlinks! This allows you to keep your apps simple and only navigate to the supplemental data when you need to!


var dealunique = @Unique ID (Hidden)
var aptunique = @APPOINTMENT UNIQUE
var inspectunique = @INSPECTION UNIQUE
var estimateunique = @ESTIMATE UNIQUE

var deal = "[DEAL](https://podio.com/incomedigscom/workspace-eewp6y/apps/deals/items/"+dealunique+")"

var apt = "[APT](https://podio.com/incomedigscom/workspace-eewp6y/apps/appointments/items/"+aptunique+")"

var ins = "[INSPECTION](https://podio.com/incomedigscom/workspace-eewp6y/apps/inspections/items/"+inspectunique+")"

var est = "[ESTIMATE](https://podio.com/incomedigscom/workspace-eewp6y/apps/estimates/items/"+estimateunique+")"

"# DEAL \...

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How to Setup Quickbooks Online for Flipping Houses

Uncategorized May 08, 2020

So you know how to analyze and plan your rehab/ flip project...but how do you track your actual performance? Quickbooks doesn't intuitively lend itself to strong Rehab/ Flip reporting....UNTIL NOW! Check out my method for setting up Quickbooks Online to report on your Flip/ Rehab projects!

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Syncing with Quickbooks Online: Collecting Rent with Stripe

Uncategorized May 01, 2020

Setting up recurring rental payments can be a real hassle! Especially when you try to sync those payments with Quickbooks. Enter Ottosync! Check out this brand new technology that uses Stripe to collect recurring payments from your tenants...and automatically syncs with Quickbooks Online!

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How to account for Notes Receivable in Quickbooks Online

Uncategorized Apr 24, 2020

Seller Financing is a great strategy for long term, passive income. But how do you account for Notes Receivable in Quickbooks Online? This video demonstrates exactly that! Learn how to record the sale and record the loan to your Balance Sheet!

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How to Transfer Property Ownership in Quickbooks Online

Uncategorized Apr 09, 2020

It's a common scenario! You purchase property in the name of one business, complete the rehab, then refinance and transfer the deed to a new entity. But how do you follow all of that in your Accounting books?! This video demonstrates my exact method for transferring property ownership between entities. Enjoy!

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Real Estate Investing Analytics - Superpower your QBO Data...and so much more!


Check out Stratafolio here!

Real-time, accurate data is essential to making pro-active decisions for your real estate investing business. If you're really looking to scale, QBO alone isn't enough! Stratafolio adds real-time financial analytics as well as Loan Mgmt, Operations Mgmt and Investor Mgmt...all in one easy-to-use platform.

In this video, I'm joined by Stratafolio Co-founder, Jeri Frank. Jeri demos her super powerful (and I must say, beautiful) Stratafolio platform to show us how we can have all our crucial investment data right at our fingertips.

I hope you enjoy as much as I did! I urge you to visit the Stratafolio site...you can schedule your very own, personal demo! Also, feel free to comment on any questions regarding the product. Jeri and I will be quick to respond!

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