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Buy nowI'm Treasurer for an HOA and just purchased QB Desktop. I want to have the properties stay static, and the owners be customers. So, I was thinking about this structure:
Owners - Customers
Billable rates - items
Properties - ?
I don't know what to do with the properties. I thought about setting them up as jobs, but I'm not sure that will work. I also thought about setting them up as items with the billable rate defined for each. We are in a lake community, and some lots have a water connection and some don't. We have a few different rates charged depending on the lot characteristics.
Need advice on how to set up properly in QB. I want to maintain the properties universally, as they won't change, and see the owners "assigned" to each property change over time. I want to be able to pull each separately - the owner and the property to see the history. Sometimes owners sell and buy different properties.
Thanks in advance.
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