QuickBooks provides two ways (actually, three) to create a copy of your QuickBooks data file. When is each appropriate, backup, or Portable company files, and how do you proceed? When you think about it,...

QuickBooks ProAdvisor: Starting a business is not for the faint of heart. All businesses start small and, on average, 30% of small businesses fail within the first two years, 50% fail within the first ...

Q: Do I need to set up both class list and Customer Job list? A: Yes, create a Class and Customer:Job List to track property management in QuickBooks. These basic steps are the same for condo, HOA, landl...

There is no reason to keep things around that you aren’t using anymore. Read this answer to a recent question to learn how to inactive invoices you are not using. Q: How do I set my custom invoice to be ...

Hi Gita, Your QuickBooks Landlord Guide to Financial and Property Management has saved me so much money and time. So my question is how do Import and Export Templates? Just a little on how I came abo...

Q: How can I adjust the On Screen Invoice to show a Subtotal of the goods supplied? In the Customize window the option to tick the box is not allowed. A: Create a new item called Subtotal and enter it on...

Q: I am a property manager using QuickBooks. Most of my residents make cash payments towards rent in person. We always enter the payment through the customer payment screen and print a receipt. However, th...

Q: How do I correctly set up a home loan account(s) to track principal, escrow, and interest on an already existing mortgage? A: Enter the vendor name, loan account as a liability account and use the Loa...