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Tag: Getting Started

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

QuickBooks Q & A – Real Estate – 3 companies, Invoices, Receipts, Tenants, Deposit

Posted on May 30, 2014April 14, 2022 By Mike Butler

QUESTION from William:

Hello Mike,

My name is William and I am Jim's bookkeeper since February. Since that time, I have updated the QuickBooks company files for his three companies and have been processing invoice payments through the QB accounts payable system and maintaining the cash balances, but we have some catching up to do on the accounts receivable side. I have several months worth of invoices to post and receipts to receive against these invoices (right now the receipts are just booked as deposits hitting Cash and Rental Income, A/R account is not being used yet). With regards to QuickBooks Pro, should I enter the invoices for the tenants using QuickBooks and process the payments using the normal A/R process, or do I need to enter the invoices using QuickBooks Pro (basically a chicken or the egg question, does QB feed from QB Pro or visa versa)?

Thank you,
William
-Pennsylvania

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INVESTOR BOOKS, Multiple Entities, TENANT TRACKING

QuickBooks Real Estate – Getting Started Questions

Posted on January 22, 2014March 3, 2022 By wizard

Here are some questions from Bill about getting started.

Bill wrote,  I need training specifically on Tenant Tracking as follows:

  1. How do I change the memorized transactions to change things like new tenant name, rent rate other variable?
    - you must create a new transaction..then memorize it
  2. How do I use the vendors set up in QuickBooks for paying bills in Tenant Tracking?

    This article or video is for members only!

    Click Here To Access Video or Read More

TENANT TRACKING

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  • GETTING STARTED (4)
    • Why 2 Company Files (1)
    • What is Investor Books Pro? (1)
    • What is Tenant Tracking? (1)
  • REGISTERED USERS ONLY (12)
    • 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 (52)
  • INVESTOR BOOKS (61)
    • Auto-Billing (1)
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    • Capitalized (2)
    • Closing Statements (17)
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      • Buying (9)
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      • 1031 Tax Deferred Exchange (1)
    • Depreciation (1)
    • Earnest Money (1)
    • Escrow Accounts (6)
    • Flips (2)
    • Invoices (2)
    • Loan Money (2)
    • Memorized Transactions (2)
    • Multiple Entities (4)
    • Option To Buy (1)
    • Property Taxes (1)
    • Rehab (1)
    • Repairs (3)
    • Tax Updates (11)
    • Troubleshoot (9)
    • Vendors (1)
  • TENANT TRACKING (28)
    • 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)
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    • QB Upgrade (2)
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    • Year End (4)
  • OTHERS (9)
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