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How to Set Up a Loan Customer in QuickBooks Pro

Posted on August 14, 2012June 11, 2024 By Mike Butler

Short Video shows you how to set up a new loan customer in Investor Books Pro using QuickBooks Pro

12 min video

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HOW TO VIDEOS, INVESTOR BOOKS, Loan Money Tags:Loan Customers

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  • 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 (54)
  • INVESTOR BOOKS (61)
    • CASH From Me (1)
    • Auto-Billing (1)
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    • Capitalized (3)
    • Closing Statements (17)
      • ARMs Adjustable Rate Mortgages (1)
      • Buying (9)
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      • ReFinance (1)
      • 1031 Tax Deferred Exchange (1)
    • Depreciation (1)
    • Earnest Money (1)
    • Escrow Accounts (7)
    • Flips (2)
    • Invoices (2)
    • Loan Money (2)
    • Memorized Transactions (3)
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    • Vendors (1)
  • TENANT TRACKING (25)
    • 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 (9)
    • Year End (7)
  • UPDATES (1)

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