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 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 Template
    customized just for real estate agents

Note: These sample videos have been reduced in size for the website. The actual training videos included with the QB4RE Training System are substantially larger.

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 10 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. 

© 2013 by QB4RealEstate

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