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Author: wizard

QuickBooks Tax Time Documents – How To Go 100% Paperless as You Receive Important Tax Documents

Posted on January 10, 2019April 12, 2022 By wizard

QuickBooks Tax Time Documents

How To Go 100% Paperless as You Receive Important Tax Documents
then simply email your QuickBooks Pro file to your CPA.

 The Only Complete System for Real Estate using QuickBooks Pro

49 min video

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HOW TO VIDEOS, YEAR END STUFF TO DO, Year End

13 Books to Take Beginners From Zero to Real Estate Investing Hero

Posted on December 10, 2018January 13, 2023 By wizard

by Connor Anderson | BiggerPockets.com

CLICK TO READ ARTICLE

 

Click to Order Your New “Landlording On AutoPilot” Book

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How to Create Print Monthly Statements

Posted on August 13, 2018March 15, 2022 By wizard

How to Create - Print or Email Statements to Your Tenants or Loan Customers

  1. Make sure Your Printer is SET UP Properly for Statements
  2. CLICK On Create Statements SPEED BUTTON
  3. Select the Proper Date Range
  4. Select WHO will get your STATEMENTS
  5. From the DROP DOWN LIST, Select MONTHLY STATEMENTS
  6. UNCHECK the Box PRINT DUE DATE
  7. ALWAYS Click PRINT PREVIEW Before clicking Print

2 minute video

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HOW TO VIDEOS, TENANT TRACKING, Existing Tenants, Statements

How to Enter New Tenant in Tenant Tracking

Posted on May 7, 2018January 13, 2023 By wizard

How to Enter a New Tenant properly into Tenant Tracking

11 min video

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TENANT TRACKING, New Tenants

How To Remove DUE DATE when Creating Statements in Tenant Tracking

Posted on February 21, 2017April 12, 2022 By wizard

Question from Marietta Grimes:

Mike, when I am creating statements, a DUE DATE appears in the description area on every statement charge. How Do I Remove This?  

Thanks
Marietta

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HOW TO VIDEOS, TENANT TRACKING, Existing Tenants, Statements

QuickBooks Questions about Previous Transactions

Posted on January 28, 2017March 23, 2022 By wizard

QUESTION from Michael J.

I just got your program in December.

I have 15 units.
- 2 single dwellings,
- 2 duplexes,
- 1 4plex,
- Victorian with 5 units.

I currently use Excel documents to keep track of stuff. tax season is not fun for me or my CPA.

I agree, this will make your tax time a breeze.. the hardest part is your transition and getting all set up properly

Would it make sense for me to input this year's stuff from January to December.

Realistically how long would it take me to do that?

Would it make year-end enough easier for me and my CPA?

What would you do?

Congratulations Michael

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REGISTERED USERS ONLY, STEP 7 - Entering Old Transactions, YEAR END STUFF TO DO

Section 8 – How To

Posted on October 23, 2016April 18, 2022 By wizard

How To Properly Handle Section 8

11 min video

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HOW TO VIDEOS, TENANT TRACKING, New Tenants, Section 8

TENANT TRACKING Do This First 4 min video

Posted on October 21, 2016April 18, 2022 By wizard

TENANT TRACKING - Getting Started QB Pro 2016

4 min video

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HOW TO VIDEOS, TENANT TRACKING, Getting Started

NOTES Tab in Tenant Tracking

Posted on July 30, 2016March 14, 2022 By wizard

The "NOTES" Tab in Tenant Tracking is used for "OFFICE ONLY" notes for your Tenant. These notes are items you do NOT want to share with Tenant

You can find your for office use only NOTES on the Tab as shown below an example:  neighbor reports your tenant's grandson is selling drugs

If you want to enter notes you can share with your tenant, simply open your tenant's register and enter ITEM.. "NOTE" and in the description field, enter your note.   example, "Tenant left voice mail stating they will pay their rent on friday"

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TENANT TRACKING, Existing Tenants

New Tenant on Section 8

Posted on January 31, 2016April 13, 2022 By wizard

How To Enter New Tenant on Section 8 using TENANT TRACKING Company File

5 min video

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HOW TO VIDEOS, TENANT TRACKING, New Tenants, Section 8

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Library

  • GETTING STARTED (3)
    • Why 2 Company Files (1)
    • What is Investor Books Pro? (1)
    • What is Tenant Tracking? (1)
  • REGISTERED USERS ONLY (14)
    • STEP 1 – "Post Office Method" Accounting Training (1)
    • STEP 2 – Investor Books Pro System (1)
    • STEP 3 – Fast Start Guide (2)
    • STEP 4 – Setting Auto BackUps (2)
    • STEP 5 – Multiple Users (1)
    • STEP 6 – Multiple Entities Partnership (1)
    • STEP 7 – Entering Old Transactions (2)
    • STEP 8 – Speed Buttons (2)
  • HOW TO VIDEOS (53)
  • INVESTOR BOOKS (57)
    • Auto-Billing (1)
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    • Tax Updates (8)
    • Troubleshoot (6)
    • Vendors (1)
  • TENANT TRACKING (24)
    • Getting Started (4)
    • New Tenants (6)
      • Section 8 (2)
    • Existing Tenants (12)
      • Work Orders (3)
      • Statements (2)
      • Late Charges (4)
      • Move Out (4)
      • Discounts (1)
    • Collections (1)
    • Auto-Billing (1)
    • QB Upgrade (1)
  • OTHERS (5)
    • Free (2)
    • Tools (2)
    • Reviews (1)
  • YEAR END STUFF TO DO (8)
    • Year End (6)
  • UPDATES (1)

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