QuickBooks Online For Landlords And Property Management

Name: QuickBooks Online For Landlords And Property Management
Rating: 4.6 (73 reviews)

Easily Manage Your Rental Property Financial Records And Reports

Created byMark Smolen

Last updated 2/2026

English

English [Auto],

What you'll learn

How To Set Up A QuickBooks Online Plus Or Advanced Account For Managing Rental Properties
How To Mange The QuickBooks Online Interface
What Is The Proper Chart Of Accounts And General ledger Of A Landlord Or Property Manager
How To Record Rent Payments From Tenants
How To Record Invoices For Time Tenants Stayed
How To Manage Rent Reports For Each Tenant
How To Record Receiving Security Deposits
How To Apply Security Deposits To Damages Caused By The Tenant
How To Mage Security Depot Reports For Each Tenant
How To Refund The Tenant The Remaining Unapplied Deposit
How To Record A Gain On Abandoned Security Deposits
How To Calculate Profit And Loss By Apartment Or Unit
How To Charge Late Fees
How To Record And Manage Leases And Lease Reports
How To Record Every Transaction For “Flipping Properties”
How To Record Purchasing A Property With A Mortgage
How To Record Mortgage And Escrow Payments
How To Record Renovations On Investment Property
How To Record The Gain Or Loss On The Sale Of A Property
How To Record Rent Credit Given To Tenants For Services
How To “Write Off” Uncollectible Rent

Course content

3 sections • 38 lectures • 5h 53m total length

What Recors Do Landlords Need7:59
Identify essential landlord and property manager records, learn to separate rent and security deposit data, and generate unit-level profit and loss in QuickBooks Online for transparent reporting.
Sign Up For Free10:09
Sign up for a free QuickBooks Online account using the plus version or accountants edition, follow signup steps, and cancel before the 30-day trial ends.
Manditory Set-Up Questions9:18
Master QuickBooks Online onboarding for landlords by bypassing mandatory setup questions quickly, using skip options, and adjusting settings later in the account settings window.
Sign Up For A Free To Follow Along Step-By-Step9:10
Sign up for a free 30-day plus version trial of QuickBooks Online via the provided link, create a new email, and follow along step by step.
Sign Up For The Accountant's Edition5:51
Sign up for the free QuickBooks online accountants edition using a unique email and phone verification. Then access the books and dashboard with the same windows across editions.
Navigating The QuickBooks Online Interface7:58
Learn to navigate QuickBooks Online using the cog wheel in the top right, the plus sign for new transactions in the top left, and the left side menu for reports.
Setting Up Property Management Reports For Landlords Use9:22
Customize QuickBooks online reports for landlords, creating and saving tenant-focused reports like tenant rent balances, trial balance all dates, transaction list by tenant, and profit and loss by tenant.
Managing Tenant's Personal Data8:48
Manage tenant and property information in QuickBooks Online from a single place. Add tenants using the required customer display name, then edit records, notes, and attachments.
Landlord's Chart Of Accounts For Property Management13:13
Set up and manage the chart of accounts in QuickBooks Online, assign account types and detail types, and prepare clean profit and loss and balance sheet data.
Understanding Property Management Transactions6:17
Identify how unearned rental income is a liability in the chart of accounts equal to all tenant balances on the trial balance, and rename accounts receivable to unearned rent.
Items Billed To Tenants From The List Of Producds And Services7:24
Learn to set up billable tenant services in QuickBooks online, linking monthly rent and late fees to rental income and late fees income, and create invoice line items.
Temporary Tech-Support Issue (For Some Accounts) - Optional3:25
Learn a temporary QuickBooks Online issue affecting saving reports and how to work around it by using standard reports, selecting all dates, and viewing customer balance detail.
Recording Receiving Rent Payments13:51
Record rent payments in QuickBooks Online using the receive payment window, categorize them as unearned rent, and review the impact on the trial balance and tenant rent report.
Creating Rent Invoices To Tenants13:20
Learn how to record monthly rent invoices in quickbooks online to reflect earned income and reduce unearned rent, using end-of-month dating and tenant reports.
Charging Tenant late Fees11:08
Charge late fees with monthly rent in QuickBooks Online, linking the late fee item to the Late Fees Income account and tracking effects on rental income, unearned rent, trial balance.
Finding Profit Or Loss By Apartment Or Unit14:39
Explore how to run a profit and loss by apartment in QuickBooks Online, tracking rent income, late fees, and unit expenses using the expense or checks window.
Receiving Security Deposit From Tenants23:55
Record tenant security deposits in QuickBooks Online, classify them as security deposits payable under other current liabilities, and generate a detailed report showing each tenant’s deposit balance and memo descriptions.
Aplying Tenants Security Depsits To Damages By Tenants11:06
Learn to apply tenants' security deposits to damages in QuickBooks Online by recording against the security deposits payable and including the tenant's name and reason in the description.
First Practice Set4:48
participate in this practice set to test your quickbooks online skills. verify trial balance, rent report, profit and loss by tenant, and security deposit report; enter transactions to fix mistakes.
Section About Ending Your Relationship With Tenants11:02
Manage end-of-tenancy workflows in QuickBooks Online for landlords by recording final tenant transactions, settling security deposits and rent, and handling perfect and imperfect endings with simple setup.
Refunding A Tenant's Security Deposit7:54
Refund a tenant’s unused security deposit in QuickBooks Online, calculating the net amount and issuing a check; track cash and security deposits payable.
Refunding Tenant's Unused Rent4:34
Refund unused prepaid rent by calculating the tenant balance, recording the transaction in the expense window, and adjusting cash and unearned rent in the trial balance.
Applying Unused Security Deposit To Unpaid Back Rent10:01
Learn how to apply an unused security deposit to unpaid rent in QuickBooks Online for landlords, including setting up a security deposits applied item and generating a credit memo.
Writing Off Uncollectable Rent From Tenants8:32
Learn to write off uncollectible rent by creating a loss on uncollectible rent expense, linking a products and services item, and recording a credit memo for unpaid tenant balances.
Gain On Tenant's Abandoned Security Deposit12:49
Set up a gain on abandoned rent or deposits in QuickBooks Online, create an abandoned rent item, and record a journal entry to adjust unearned rent and security deposits payable.
Automatic Tenant Rent Invoice Billing7:19
Automate monthly rent invoices in QuickBooks Online by creating recurring transactions, setting a start date, and saving templates for automatic recording and memorized transactions.

Advanced Landlord Topic Section1:24
Develop advanced QuickBooks skills for landlords by following the advanced issues section in order to keep reports aligned with the video numbers, while you may skip topics you don’t need.
Setting Up And Recording Leases6:50
Set up and manage leases in QuickBooks Online by enabling progress invoicing, creating lease estimates, invoicing monthly, and tracking lease progress with custom reports and an estimate template.
Managing Lease Items7:46
Manage leases in QuickBooks online by entering lease details, notes, and attachments, then create monthly invoices for a 24-month lease.
Recording Landlord - Tenant Shared Utility Costs8:43
Configure a tenant shared electricity charge by creating an electricity share item linked to electricity expense, then bill tenants with rent invoices and reduce the building’s expense.
Mobile Home Tenant Regulations And Charges9:05
Learn how mobile home communities bill electricity; each tenant has a meter and pays a flat fee plus usage, tracked as electric costs payable in QuickBooks.
Using A Management Service Company10:58
Explore how landlords use a property management company to collect rent, pay expenses, and net fees, then record these transactions in QuickBooks Online with undeposited funds and deposits.
Purchasing Property To Flip11:01
Learn how to purchase property for flipping, classify assets in QuickBooks, set up fixed assets and long term liabilities, and record down payments and mortgage journal entries.
Recording Upgrades And renovations To Investment Property5:31
Learn how to record upgrades and renovations for investment property in a fixed asset account, not subaccounts, using leasehold improvements to track total value added to the property.
Selling Property And Recording The Gain Or Loss12:09
Learn to record selling a property in QuickBooks Online, remove fixed assets, and post a gain or loss on sale with a journal entry and new accounts.
Recording Mortgage Payments7:46
Record mortgage payments by allocating interest expense, escrow, and principal reduction. Create expense accounts, post payments, and verify the balance using the trial balance and loan schedule.
Recording Uncollecable Rent5:29
Learn to write off uncollectible rent in QuickBooks by recording a bad debt expense (uncollectible rent expense) and adjusting rent receivable with a journal entry, illustrated by a tenant example.
Giving Rent Credit For Tenant Services12:34
Learn to record rent credits for tenant services in QuickBooks Online. Set up a cleaning expense and a rent reduction item, then apply credits to invoices to keep balances accurate.

Requirements

None

Description

This is a “beginner to expert” course in QuickBooks Online that is especially designed for how Landlords and Property Managers would use QuickBooks Online. Rental Property Management is a unique service that requires bookkeeping and accounting methods and techniques that would only apply to the rental property industry. That is why it is best to have the entire tutorial, from start to finish, presented and followed as a landlord. This is the only course that will do that. It also absolutely guarantees the clearest possible explanation and presentation for every possible topic you could need when keeping records of rental property units.

You will have total control over your tenants’ rent payments and invoices. You will be able to present them with a rent report and a separate security deposit report that will clearly show how any part was applied to damages and the amount they are entitled to be refunded.

This course is so great that you will be able to see your profit and loss by apartment or unit to see if any particle unit or tenant is costing to much. All of the separate reports and records that QuickBooks Online will help property managers with all smoothly “tie in” to the main area of financial data that all companies have, the general ledger. So, from the same data, you will have the typical financial reports like: Profit and Loss ( Income Statements), balance sheet and cash flows or anything else. You will enjoy easily learning with very simple set up steps and then simple data entry procedures shown here. Then, you will have complete mastery over your property’s financial records and your tenant reports all in the same place!!

Although everything you see will be simple, you will have expert level knowledge of QuickBooks Online when you finish. You really will be able to handle anything you need.

Who this course is for:

Anyone Who Wants Total Control Over Their Property’s Financial Information
All Landlords Who Want To Use QuickBooks Online To Manage Their Property Records
Any Beginner To QuickBooks Online Who Wants To Finish As An Expert In Property Management
Any Property Manager Who Needs To Access The Financial Records Remotely
Anyone Who Needs To Mange Tenants Rent And Security Depots Properly
Anyone Who Needs To See Profit And Loss By Apartment
Anyone Needing To keep Records Of Leases
Anyone Who “Flips” Properties
Anyone Needing To Record Any Type Of Transaction That Could Occur As A Landlord Managing Property Financial Records

QuickBooks Online For Landlords And Property Management

What you'll learn

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Course content

Introduction26 lectures • 4hr 14min

ADVANCED LANDLORD ISSUES12 lectures • 1hr 39min

Evaluation section0

Requirements

Description

Who this course is for: