Create Owner’s Statement in QuickBooks

September 30, 2023

Q: I need to create a statement for the owners to be able to see that the tenants have paid the rent and I need to know what form to use?

A: It all depends on how you are using and your QuickBooks file is customized, set up for property management. Try this:

Open Customer Center and highlight the owner or the property name. On the far right side click on Open Balance to see who still owes their rent. You can also click Customer Snapshot. View recent invoices. Click QuickReport to produce a printable report.

Open invoices report under Customers & Receivable
Create a Statement under Customer Center selecting the owner name

You can email or mail the statement to the owner for each property or all the properties in one report.

Gita Faust

About the Author

Gita Faust has over 30 years of accounting experience in the real estate and property management industry, Gita Faust is more than just a real estate investor; she is also popular for her work as an accountant, consultant, mentor, speaker, QuickBooks Top ProAdvisor, QuickBooks Solution Provider, member of Intuit’s Trainer/Writer Network, and, of course, author. Gita is well-known for her exemplary leadership and advisory skills. In fact, she even helped pioneer the adaptation of QuickBooks to suit the needs of professionals in real estate and property management. To share her knowledge she has written a series of courses titled Simplified Accounting Solution, which provides step-by-step guidance for those working with QuickBooks.

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