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Updated about 9 years ago on . Most recent reply

User Stats

24
Posts
8
Votes
Oscar Perez
  • Investor
  • Houston, TX
8
Votes |
24
Posts

What is your monthly workflow using Quickbooks?

Oscar Perez
  • Investor
  • Houston, TX
Posted

Hell all!

Made the switch to QuickBooks Pro from spreadsheets this year and am trying to find out the most efficient way to handle the monthly workflow.

Here is my first question.  For properties managed with a property management company, would you still create invoices in QB even though they will not be sent out, or should this be bypassed and just record the deposits when the management company sends the statements?

What are the pros and cons of each?

Oscar

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