What You'll Receive:

The textbook (with detailed write ups and screen shots). 

All the Video Lessons: 

• Module 1 - Set Up QuickBooks Online For Real Estate Brokers
  • Setup and Settings
  • Chart of Accounts
  • Products and Services
  • Customers 
  • Vendors
  • Bank Feeds
  • Custom Fields
    
    
• Module 2 - Recording a Listing / Buy
  • Commission Disbursement Authorization
  • Sketch it out in Google Sheets First 
  • Record Your Gross Commission
  • Trust Accounts - Funds Received 
     
• Module 3 - Recording Expenses
  • Paying Your Agents and Applying Trust Funds
  • Paying Expenses
  • Agent Caps
  • Staging Expenses
  • Royalties
  • Finders Fees
  • Franchise Fees
    
    
• Module 4 -  Balance Sheet Management
  • Back To Bank Feeds
  • Using The Balance Sheet As Your Checklist 
    
    
• Module 5 - Reports
  • Balance Sheet
  • Profit and Loss
  • Statement of Cash Flows
  • Profit and Loss for One Listing
  • Profit and Loss by Agent
  • Other Agent Reports
    
    
• Module 6 -  Projections and Cash Management
  • How to Create a Forecast For A Real Estate Brokerage
  • Manage Cash Flow - A Simple Plan 
    
    
• Module 7 -  Project Management
  • An Overview of Project Management for Real Estate Brokers
  • QuickBooks Online Advanced - Custom Fields
  • Linking to Transactions
  • Airtable - Set up and manage your agents and listings with a powerful database building tool
  • ClickUp - A best in class and highly customizable project management tool - How To Set It Up And Use It For Your Real Estate Brokerage
  • Dynalist - The perfect tool for note taking, and to brainstorm, organize an manage lists and ideas about anything and everything

What You'll Receive:

The textbook (with detailed write ups and screen shots). 

All the Video Lessons:

Module 1 - Setup

• Lesson 1 - Setup you chart of accounts
• Lesson 2 - Setup your products and services
• Lesson 3 - Setup your properties and tenants
• Lesson 4 - Setup your custom fields

Module 2 - Entering Transactions

• Lesson 1 - Enter rental invoices first month
• Lesson 2 -Enter rental invoices second month
• Lesson 3 -Enter rental invoices months 3 and beyond - Memorizing your monthly invoices
• Lesson 4 - Rent and security deposit payments
• Lesson 5 - Expenses (including management fees)
• Lesson 6 - Moving out
• Lesson 7- Import transactions into Quickbooks Online

Module 3 - Reports

• Lesson 1 - Open invoices and rent roll
• Lesson 2 - Security deposits payable
• Lesson 3 - Activity reports and owner disbursements