Lessons are conducted over a zoom meeting. The session will be recorded and sent to the investor as a reference. I always like to speak with the real estate investor before we meet, so I can make sure I fully understand his or her needs and concerns while also making the most out of our QuickBooks lesson. Please note that lessons have a one hour minimum and a two hour maximum.
- Chart of accounts specific to real estate.
- Learning the dos and don’ts of QuickBooks.
- Picking the correct version of QuickBooks for your needs.
- Fix the Balance sheet.
- Clean up duplicate accounts.
- Learn how to post in your own QuickBooks.
- Learn how to reconcile your bank accounts and credit cards.
- Posting a purchase of a property.
- Posting a sale of a property.
- Learning how to post a flip property.
- Post a refinance of a property loan.
- Learn how to properly post your mortgage payment each month.
- Reconcile your mortgage statement each month.
- Creating a chart of accounts appropriate for rental properties.
- Create income codes specific to your rental units so that you can run a rent roll P&L.
- Learn how to automate rent invoices for your tenants
- Learn to receive payments against rent invoices.
- Track income and expenses specific to certain buildings or units.
- Determine if you need to use class tracking.
- Record security deposits in your QuickBooks specific to each tenant.
- How to give a partial security deposit refund to a tenant.
- Fix security deposits in your QuickBooks.
- Post property management statements in QuickBooks.
- Reconcile property management escrow bank accounts.
Hudson Valley Bookkeeping, Inc.
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