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QuickBooks Online For Landlords And Property Management
Rating: 4.6 out of 5(73 ratings)
283 students

QuickBooks Online For Landlords And Property Management

Easily Manage Your Rental Property Financial Records And Reports
Created byMark Smolen
Last updated 2/2026
English

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
  • 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
  • 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
  • Temporary Tech-Support Issue (For Some Accounts) - Optional3:25
  • 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
  • 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
  • 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
  • Section About Ending Your Relationship With Tenants11:02
  • Refunding A Tenant's Security Deposit7:54
  • 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
  • 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.

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

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