Author: wizard

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

Security Deposit Refund To Tenant After They Move Out

Posted on By wizard

Here is short 20 minute video showing you how to properly handle the final settlement when you have a tenant turnover. This example shows the tenant moving out is due a check from you because the damages from the move out inspection was only $200 and your tenant had an $800 security deposit.

23 min video

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HOW TO VIDEOS, TENANT TRACKING, Existing Tenants, Move Out

QuickBooks – Upgrading from version 2007 to QuickBooks Pro 2014

Posted on By wizard

QUESTION from Sue:

Hello Mike….

In 2008 we purchased Investor Books and Quick Books 7 from you and have enjoyed the benefits ever since!   Thank you!

Both our computers operate on Windows XP.   One computer died yesterday so now we have made a purchase of a new one which comes with windows XP.   We also bought Quickbooks 2014.   My question – will the Investor Books program we purchased so long ago work with WINDOWS 8 and Quickbooks 2014????   Fingers crossed.

thank you Mike………..

Sue McMorrow

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TENANT TRACKING, QB Upgrade

QuickBooks Real Estate – How To Enter Old Transactions

Posted on By wizard

A Very Frequently Asked Question

“Mike, I got everything up and running using the Fast Start Guide, but how do I get my older transactions into Investor Books?  I want to at least go back and enter everything since January 1st of this year.”

This 10 min video shows you how to do it using the phantom bank account.

Remember to use the pause and rewind button if needed. You can make it full screen too.

11 min video

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REGISTERED USERS ONLY, STEP 7 - Entering Old Transactions, HOW TO VIDEOS