Author: wizard

How to Create Print Monthly Statements

Posted on 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

QuickBooks Questions about Previous Transactions

Posted on 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

NOTES Tab in Tenant Tracking

Posted on 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