Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
TBTreas
Level 1

HOA Set up

I'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.

Solved

Need to get in touch?

Contact us