In this episode, Nick Baldo discusses the use of Podio for property management, integrating accounting with QuickBooks, and utilizing Zapier for app integration. He explains the process of creating invoices in QuickBooks via Zapier, updating Podio with invoice details, and reporting unpaid invoices. The episode concludes with a preview on tenant portal management.

End to End Podio Training: https://www.incomedigs.com/pcc

Free Download: https://www.incomedigs.com/qbosetupguide

Quickbooks Online is an amazing tool for tracking the financials of your Property Management business. But QBO falls short in many other operational areas. Workflow automation software like Podio can help to fill in these gaps. This video demonstrates how to integrate Podio with QBO. As you can imagine, the possibilities are endless with an integration this powerful. Stay tuned for additional use cases as to how we can leverage the powerful functionality of many different Property Mgmt Software services!

(0:00) Introduction and overview of the episode

(0:38) Utilizing Podio for property management

(1:01) Integration of accounting with QuickBooks and Podio

(2:27) Introduction to Zapier and its use for app integration

(6:51) Process of creating an invoice in QuickBooks through Zapier

(12:15) Updating Podio item with invoice details from QuickBooks

(15:30) Importance and updates of QuickBooks invoice number

(16:58) Creating an unpaid invoices report in Podio

(17:31) Introduction to advanced applications with Zapier

(18:13) Preview of upcoming episode on tenant portal within property management