Income Digs

QuickBooks for Property Management - Tenants and Owners


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In this episode, Nick Baldo introduces QuickBooks online for property management, explains the related workflows, and how to set up products and services. He also covers invoicing, creating recurring credit memos, and checking financial reports. Future topics include managing accounting for self-managed properties.

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Streamline property management tasks using QuickBooks Online

(0:00) Introduction to QuickBooks online for property management
(1:02) Overview of the property management workflow within QuickBooks
(3:03) Workflow of creating monthly recurring tenant invoices and paying out expenses
(6:09) Setting up the products and services for property management
(8:07) Displaying columns by customers in the balance sheet
(11:47) Invoicing the owner for property management fees and billable expenses
(15:17) Creating recurring credit memo for the property owner
(17:52) Overview of the recurring invoices process
(20:23) Checking the financial report for EAB properties
(22:16) Preview of future topics: managing property accounting for self-managed properties
...more
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Income DigsBy Nick Baldo