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How to Master your Cashflow Projection with Google Sheets

accounting Jul 01, 2023
 

Forecast and analyze your cashflow with this simple but powerful Cashflow Forecast template. Download the free template here: https://www.incomedigs.com/cashflowtemplate

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How to Deal with Owner Investment and Spending in Quickbooks Online

 

Every business owner will contribute cash to their own business. This can come in the form of a capital infusion, or just using your personal card for business expenses. This video demonstrates how to track such expenses in QBO.

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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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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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Quickbooks for Real Estate - Dealing with Unapplied Cash Payments

 

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 understand why they occur and how to deal with them.

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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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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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Real Estate Accounting - Tracking Rehab Expenses Part 2

 

Year end accounting can be a real nightmare...am I right!? In this video I show you how to make Year End journal entries to make sure your capital improvements are accounted for in the right way. This video follows up on the concepts discussed in Real Estate Accounting - Tracking Rehab Expenses (Part 1), where I introduced the concept of using Products and Services to track your rehab expenses in greater detail. 

Make sure to download the free list of Products & Services to import directly into QBO!

Enjoy...and please let me know what else you'd like to see me do in Quickbooks Online! 

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