Blogs

Set Terms on Invoices

Q: How do I get the due-date in the A/R with terms 160 days? This is a monthly recurring issue and it takes us a significant amount of time to put them in manually one by one. There MUST be a better way to ...

Moving Jobs in the Customer List

Q: I have a customer that turned over a property to another company. We work on about 15 different suites at this property. This property came under an “Add Job” for the 1st customer. If I change the main h...

Reimbursement for a Partner in QuickBooks

Many real estate business are not one man operations. If you have a business partner for some or all of your properties, be sure you enter reimbursements correctly. Q: Some of our properties are co-owned...

How to Set Up Tenants in QuickBooks

Entering data correctly into QuickBooks for your property management business is vital to producing the correct reports, but it can be confusing, as well. Take a look at the answer below that we just gave o...

How to Set Up Units in QuickBooks

So, you have several buildings and within each, several units. Perhaps you are wondering how to best classify them within QuickBooks. One of our clients recently asked the following question. We think our r...

How to Set Up Properties in QuickBooks

Have you been wondering about how to enter properties in QuickBooks? This question is one of the more common inquires we receive. Take a look at the answer we recently gave to one of our clients. Q: We r...

How to Set Up Property Owners

If you are using QuickBooks to manage your property management business, knowing how to enter the involved parties can be confusing. If you are like some of our clients, you may be scratching your head ...

QuickBooks Chart of Accounts for Landlords

Set up a chart of accounts for a real estate or property management company We have said it a million times and we will say it again: having a Chart of Accounts is critical to managing your company’s acc...
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