The Basics
7 min video
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Mike’s “Post Office Method” Accounting Training
Recording of LIVE Training Workshop
QuickBooks 101 – The Basics
includes Mike’s “Post Office Method” Accounting
Overview Summary
40 min video
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Investor Books Pro System
How to Install Older Versions of Investor Books and Tenant Tracking into Newer Version of QuickBooks Pro Desktop for PCs
QuickBooks Questions about Previous Transactions
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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How To HUD Settlement Statements and Refi’s Question
QUESTION from Becky:
Hi Mike,
I just joined as an annual member today and have a few questions. I’m trying to get through as many videos as possible as quickly as possible in order to get the books done for a client of mine who has 25 LLCs, each with multiple rental properties and properties he has bought and sold. Unfortunately I don’t have time to watch the full series as I am in a major crunch at the moment.
I’m specifically looking for videos that will explain how to enter a HUD from a purchase when there is a loan involved and a line item referring to “improvement escrow account” as well as “down payment reserve account”
Also, what I am seeing him do on a regular basis, is take out a loan with the line items mentioned above, and then refinance a few months later. So i am looking for the refinance side of that as well.
Could you point me in the right direction on where to find this information?
Thanks!
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QuickBooks – How Do I Use 2 or more users?
QUESTION:
We have 2 people who will be using the Investor Books / Tenant Tracking system.
Do we need to purchase QB multi-user and network our computers so that the data will sync ? How does that work?
Thanks!
Sherry W.
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QuickBooks Real Estate – How To Enter Old Transactions
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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SPEED BUTTONS – Quick Fix for QuickBooks Pro To Move Icons to Toolbar on Top
Attention QuickBooks Pro Users!
The latest versions of QB Pro has a boatload of new features, shortcuts, and time savers; however, they have a new default forcing your Speed Buttons to the left sidebar.
This short video shows you how to get your Speed Buttons to display across the top again
34 second video shows you how
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3 Steps to Protect Your Data
Do your “3 Easy Steps” in both Investor Books and Tenant Tracking
1 min video
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