How to use QuickBooks Online for Real Estate Agents
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How to use QuickBooks Online for Real Estate Agents

Using QuickBooks Online to Better Manage Your Business
0.0 (0 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
0 students enrolled
Created by Robert Pipas
Last updated 1/2017
English
Price: $100
30-Day Money-Back Guarantee
Includes:
  • 5.5 hours on-demand video
  • 3 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Set up QuickBooks Online
  • Enter Transactions into QuickBooks Online
  • Review Financial Statements in QuickBooks Online
  • Run Reports in QuickBooks Online
View Curriculum
Requirements
  • This course is designed to help Real Estate Agents use QuickBooks Online to help better manage their business.
  • Gives Real Estate Agents the tools needed to help make better business decisions.
Description

We have created a series of videos to help Real Estate Agents/Realtors with setting up and using QuickBooks Online to better manage their business. These videos go into great detail and will cover setting up the framework which includes the Chart of Accounts, entering transactions, and reviewing reports in QuickBooks Online.

Who is the target audience?
  • Real Estate Agents
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Curriculum For This Course
16 Lectures
05:22:39
+
Start Here
16 Lectures 05:22:39

Having an accounting system in place for Real Estate Agents is an important part of run their businesses. Financial Statements are a power tool to help make the best decisions possible and grow, and scale business activities.  

Preview 07:16

This video shows how real estate agents can set up a chart of accounts in QuickBooks Online.

Preview 28:32

This video shows real estate agents how to set up customers and properties in QuickBooks Online.

How to set up customers and properties in QBO
11:36

This video demonstrates how to upload the products and services list into QuickBooks Online for Real Estate Agents. It also shows the relationship of the products and services when creating an invoice.

How to set up products and services in QBO
07:33

This video shows Real Estate agents how to set up locations in QuickBooks Online and how they affect the Profit and Loss Statement.

How to set up locations in QBO
07:45

This video shows how to enter invoices so that the information flows to the Profit and Loss statement correctly and in a useful manner that you can how what revenue was associated with what location.

How to enter invoices in QBO
42:51

Now that we created invoices into QuickBooks Online we need to receive in the payments. We show two examples of this:

1. Applying payment the standard way to an invoice we created 

2. Applying payment to an invoice we created assuming we are paying back a cash advance

How to receive in payments into QBO
18:15

This video shows the different ways you can record expenses. It also shows how you can split an expense to multiple locations.

How to Record and Apply bills in QBO
26:44

See how different activities effect the equity in your business. Equity is your book value of your business. Keeping an eye on it will help you get a better understanding of how your business is operating. .

How to build Equity and how to record it in QBO
24:54

A quick video demonstrating how to enter mileage into QBO when you track mileage.

How to enter in mileage into QBO
04:07

Just a quick pause and re-cap on what we went over so far.

Recap
04:30

Reviewing your financial statements is an important part to validating that the information contained in them is accurate and complete. This video shows you how to view financial statements and run various reports

to make sure that the financial statements represent a fair and accurate picture of your business.

How to review your financial statements for accuracy in QBO
39:33

This video dives into how to run various Profit and Loss statements for your business. We start out with a very basic report and expand into adding different columns and features. Any of these can be used to evaluate your businesses performance, whether or not your looking at income, cost of sales, or expenses.

How to run various P&L reports in QBO
25:02

In this video we go over how to run various balance sheet statements in QBO. A basic balance sheet for a single period or time, one comparing a prior period, one showing multiple period of times and one showing balance sheet items that were effected by location.

How to run different balance sheets in QBO
21:22

We look at how to run, read and use the statement of cash flows in this video. We also illustrate where the numbers come from that make up the cash flow statement.

Statement of Cash Flows in QBO
21:22

Comparing different time frames shows a good comparison of which direction your business is going. We also show a quick glance at different ratios and calculation a business can look at to get a better understanding of how your business is doing.

How to review financial statements and what to compare
31:17
About the Instructor
Robert Pipas
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1 Course
Creating accounting content for business professionals

I was born and raised just outside of New York
City. I started my working career at a young age with small independent
business owners. I grew very fond of the entrepreneurial environment and it has
inspired me in my adult life. I moved to Wilkes-Barre, Pennsylvania, and
attained a finance degree from Wilkes University. While completing my degree I
continued working with small businesses like local pizza and bagel shops.

After graduating, my position in the world of
accounting increased by gaining over 10 years of corporate accounting
experience. I lived in Raleigh, NC for 10 years before moving to Jacksonville,
FL. I became burdened with the lack of fulfillment that I had helping
multi-million dollar corporations increase the bottom line while small
businesses were struggling to meet payroll. Going back to my roots I have
dedicated my accounting career to helping small business owners by supplying
them with the tools they need (financial statements) to make smart business decisions