What is the QB4RealEstate System?
The QB4RealEstate System is a unique, industry-specific training system, designed to teach
real estate agents how to utilize QuickBooks® to effectively and efficiently handle their own bookkeeping.
You have the option of purchasing the stand-alone, learn-at-your-own pace training system, or
learn how to use the system in our live classes or webinar training sessions.
The ULTIMATE guide for managing real estate agent’s bookkeeping using QuickBooks® software.
Using QuickBooks® for Real Estate Agent Bookkeeping
By Susan E. Williams
The QB4RealEstate System contains:
• Workbook detailing the most
common bookkeeping tasks for
real estate agents
• Video training modules showcasing
each of these key bookkeeping tasks
• QuickBooks® Company File
customized just for real estate agents
Note: The QuickBooks Company File Template that comes with the QB4RE System is specifically designed to be used with QuickBooks Pro/Premier for Windows Desktop 2013 or later. We do not recommend the system be used with Quickbooks for Mac. This Company File Template cannot be used with QuickBooks Online.
Also, this system is specifically created for processes most common for the individual real estate agent and is not the best tool for real estate brokerages.
Note: This sample video has been reduced in size for the website. The actual training videos included with the QB4RE Training System are substantially larger and will auto-fit your web browser. Click here to view a larger version of the sample videos.
Training topics in the QB4RealEstate System:
Ch 1 - Real Estate Bookkeeping Using QuickBooks®
Chapter 1 discusses the importance of maintaining your company’s bookkeeping and how QuickBooks® can assist.
Ch 2 - Let’s Get Started!
Chapter 2 discusses how to install QuickBooks Pro® for Windows on your own computer, how to download and install the QuickBooks® Company File Template and how to navigate the software using menus, custom icons and the home page.
Ch 3 - Customizing the QuickBooks® File Template
Chapter 3 discusses how to customize the QuickBooks® Company File with your own company, customer and vendor information and how to enter historical transactions.
Ch 4 - Money In
Chapter 4 discusses the proper procedures to enter deposits in QuickBooks® such as real estate commission revenue and funds deposited by the owner as operating capital.
Ch 5 - Money Out
Chapter 5 discusses how to enter transactions for purchases made by check, debit card and credit card as well as bank transfers, ATM Withdrawals, Owner Draws and Estimated Tax Payments.
Ch 6 - Bank Account Reconciliation
Chapter 6 discusses the importance of bank account reconciliation and demonstrates how to reconcile checking and credit card accounts.
Ch 7 - Creating Reports in QuickBooks®
Chapter 7 discusses the various reports you can generate in QuickBooks®, what information a basic reporting package contains and how to Customize and Memorize reports.
Ch 8 - Security
Chapter 8 discusses how to setup Automatic Backups of your QuickBooks® Company file as well as setting up additional users with different access levels
Susan E. Williams
Author of Using QuickBooks® for Real Estate Agent Bookkeeping
Susan E. Williams has over 15 years experience in bookkeeping and QuickBooks® consulting and specializes in the real estate industry. She is the owner of Williams Business Services LLC, a full-serve bookkeeping and QuickBooks® consulting firm located in Austin, Texas.
She is the main instructor for all QuickBooks® classes at The University of Texas’ Professional Development Center and the City of Austin’s Small Business Development Program. Susan’s main expertise lies in helping new and existing small businesses utilize QuickBooks® software efficiently and effectively.