Blogs Resources and Insights
Our team of experts and partners delivers the latest insights and best practices for mastering commercial real estate with QuickBooks.
Search Results for: asset
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Kristine Simeon
Adding an asset is one of the first steps when setting up your portfolio in STRATAFOLIO. Assets represent your major
- More KB About: Assets
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Ellen Yandel
- More Blogs About: Commercial Real Estate
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Jeri Frank
- More Blogs About: Commercial Real Estate Asset Management
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Robert Dekanski
- More Blogs About: Commercial Real Estate
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Emily Litteken
- More Blogs About: Fixed Asset, Journal Entry, Loans, Purchase
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Amy Jo Maruschak
When a property or organization changes ownership or is deactivated, STRATAFOLIO helps you manage this transition seamlessly while maintaining data
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Jeri Frank
- More Blogs About: Asset Value, Assets Under Management, Property Management
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Jeri Frank
- More Blogs About: Property Management
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Jeri Frank
- More Blogs About: Investors, Lenders, Portfolio Management, Reporting
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Jeri Frank
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Kristine Simeon
Overview The Cash Flow Report is the side-by-side financial report that lives on the Owner Dashboard inside STRATAFOLIO. It is
- More KB About: cash flow, dashboard, Operating Expenses, QuickBooks, Report
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Kristine Simeon
As a property manager or owner, you face endless tasks. From invoicing and tenant communications to reconciliations and reporting, you
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Kristine Simeon
STRATAFOLIO allows you to store, manage, and access important documents across your entire portfolio. Where you upload or view files
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Kristine Simeon
STRATAFOLIO uses consistent terminology across its platform to help you navigate, manage, and report on your commercial real estate portfolio.
- More KB About: glossary, stratafolio, terms
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Kristine Simeon
ACH Terms and Acronyms Anyone using the Automated Clearing House (ACH) may encounter an error code, also referred to as
- More KB About: ACH, Automated Clearing House (ACH), Payments
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Kristine Simeon
Once you complete your reconciliation, the next step is preparing the following year’s CAM/OpEx setup. Watch this tutorial on cloning
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Kristine Simeon
What are Additional Charges Additional Charges are recurring or variable charges that are billed to a tenant in addition to
- More KB About: charges, Operating Expenses, tenant
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Kristine Simeon
What is a COI An insurance company issues a Certificate of Insurance (COI) to verify active insurance coverage for a
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Kristine Simeon
What a Lease Represents in STRATAFOLIO Managing a lease in STRATAFOLIO means working from a single, centralized source of truth.
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Kristine Simeon
STRATAFOLIO allows you to email finalized invoices to tenants. You can email invoices individually or in bulk from the Rent
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Cynthia Njue
For many commercial real estate owners, Common Area Maintenance (CAM) reconciliation is viewed as a year-end accounting obligation; they reconcile
- More Blogs About: Commercial Real Estate, property management software
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Cynthia Njue
If you own or manage a commercial real estate portfolio, chances are QuickBooks is already the backbone of your accounting.
- More Blogs About: Commercial Real Estate, Property Management, QuickBooks
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STRATAFOLIO Support
Download a Commercial Real Estate Chart of Accounts You Can Use with STRATAFOLIO The STRATAFOLIO Commercial Property Chart of Accounts
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Balanced Asset Solutions
- More Blogs About: Commercial Real Estate, Property Management, property management software
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Cynthia Njue
- More Blogs About: Commercial Real Estate, property management software, QuickBooks
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Cynthia Njue
- More Blogs About: Commercial Real Estate, property management software, QuickBooks
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Cynthia Njue
- More Blogs About: Commercial Real Estate, property management software, QuickBooks
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Kristine Simeon
About STRATAFOLIO This is the all-in-one guide to the STRATAFOLIO platform. STRATAFOLIO is a cloud-based asset management tool built for
- More KB About: KB Portfolio, Navigation
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Cliff Hockley
- More Blogs About: Commercial Real Estate, property management software
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Kristine Simeon
If you log in and notice that a property, building, or report is missing in STRATAFOLIO, it usually comes down
- More KB About: Property Manager, Report
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Kristine Simeon
In STRATAFOLIO, an entity is a legal organization such as an association, partnership, proprietorship, trust, or individual that owns real
- More KB About: Entity
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Kristine Simeon
In STRATAFOLIO, a table is a grid of information displayed in rows and columns, similar to a spreadsheet. Tables show
- More KB About: Report
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Kristine Simeon
Managing commercial properties becomes much easier when you keep your portfolio well-structured. STRATAFOLIO gives you the tools to build an
- More KB About: KB Portfolio
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Kristine Simeon
STRATAFOLIO makes it easy to manage your subscription and billing information. Below, you’ll find instructions for updating payment details, increasing
- More KB About: Billing, Subscription
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Jeri Frank
- More Blogs About: Commercial Real Estate, Lease Management
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Ellen Yandel
- More Blogs About: Commercial Real Estate
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Jennifer Clarke
- More Blogs About: QuickBooks, QuickBooks Tutorial
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Ellen Yandel
- More Blogs About: Commercial Real Estate, QuickBooks
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Ellen Yandel
- More Blogs About: Commercial Real Estate
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STRATAFOLIO Support
What You’ll Learn Learn about Common Area Maintenance (CAM) management, covering its significance, expense calculations, financial stability practices, and strategies
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Jennifer Clarke
Used by hundreds of thousands of small and mid-size businesses nationwide, QuickBooks is a powerful, reliable accounting tool. As an
- More Blogs About: Commercial Real Estate, QuickBooks
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Jeri Frank
- More Blogs About: Commercial Real Estate
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Jeri Frank
- More Blogs About: Commercial Real Estate, Property Management
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Jeri Frank
- More Blogs About: Commercial Real Estate, Property Management
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Jeri Frank
- More Blogs About: Commercial Real Estate
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Jeri Frank
- More Blogs About: Commercial Real Estate
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STRATAFOLIO Support
What You’ll Learn Learn about the pitfalls of spreadsheets for commercial real estate management and take a look at alternative
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Jennifer Clarke
- More Blogs About: Commercial Real Estate
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Jennifer Clarke
- More Blogs About: Commercial Real Estate, tax benefits
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Jeri Frank
- More Blogs About: Commercial Real Estate, QuickBooks
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Jeri Frank
- More Blogs About: Commercial Real Estate, Portfolio Management
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Jennifer Clarke
- More Blogs About: Commercial Real Estate, Property Management
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Jeri Frank
- More Blogs About: Commercial Real Estate, Property Management, QuickBooks
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Cliff Hockley
- More Blogs About: Lease Management, Property Management
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Jeri Frank
- More Blogs About: Commercial Real Estate, Succession Planning
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Jennifer Clarke
- More Blogs About: Accounting, Chart of Accounts, Property Management
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Jeri Frank
- More Blogs About: Commercial Real Estate, Property Management
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Cliff Hockley
- More Blogs About: Commercial Real Estate, Property Management
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Jeri Frank
- More Blogs About: Commercial Real Estate, Property Management
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Jeri Frank
- More Blogs About: Commercial Real Estate, Lease Management
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Jeri Frank
- More Blogs About: Commercial Real Estate, Property Management
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Jennifer Clarke
- More Blogs About: Commercial Real Estate, Property Management, QuickBooks
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Jennifer Clarke
- More Blogs About: CAM Reconciliation, Commercial Real Estate, Property Management
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Cliff Hockley
- More Blogs About: Commercial Real Estate, Property Management
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Jeri Frank
- More Blogs About: Commercial Real Estate, Portfolio Management
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Jennifer Clarke
- More Blogs About: Commercial Real Estate, QuickBooks Tutorial
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STRATAFOLIO Support
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Jeri Frank
- More Blogs About: Property Management, QuickBooks
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Jeri Frank
- More Blogs About: Commercial Real Estate
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Jeri Frank
- More Blogs About: Commercial Real Estate, Property Management
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STRATAFOLIO Support
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Zac Amos
- More Blogs About: Commercial Real Estate, Commercial Real Estate Loan, Lenders, Loan-to-Value, Loans
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Jennifer Clarke
When you manage your portfolio in STRATAFOLIO, you may need to set up a new building. It’s important to understand
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Emily Litteken
What is CAM? Operating Expenses (OpEx) represent the ongoing costs required to run and maintain the common areas of a
- More KB About: CAM, Operating Expenses, Property Manager
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Jennifer Clarke
- More Blogs About: ACH
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Zac Amos
- More Blogs About: Maintenance Tracking
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Joe Vens
- More Blogs About: Certificates of Insurance, COI
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Jeri Frank
- More Blogs About: CAM Reconciliation, Common Area Maintenance
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Jeri Frank
- More Blogs About: CAM Reconciliation, Common Area Maintenance
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Jennifer Clarke
- More Blogs About: Accounting, Reporting
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Jeri Frank
- More Blogs About: Maintenance Tracking
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Jeri Frank
- More Blogs About: Commercial Lease Management
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Zac Amos
- More Blogs About: Commercial Real Estate, Lease Management, Property Management
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Jeri Frank
- More Blogs About: QuickBooks, QuickBooks Tutorial
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Emily Litteken
It is important for property managers to have easy and customizable access to the exact lease information they need. To
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STRATAFOLIO Support
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Jeri Frank
- More Blogs About: Commercial Real Estate, Property Management
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Jeri Frank
- More Blogs About: Family Office, Property Management
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Zac Amos
- More Blogs About: Commercial Real Estate, Property Management
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Jeri Frank
- More Blogs About: Capital Gains, Commercial Real Estate
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Adam Slack
- More Blogs About: Commercial Real Estate
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Jeri Frank
- More Blogs About: Cash Flow, Commercial Real Estate
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Jeri Frank
- More Blogs About: Commercial Real Estate, Technology
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Jennifer Clarke
- More Blogs About: QuickBooks Tutorial
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Jeri Frank
- More Blogs About: Onboarding
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Jeri Frank
- More Blogs About: Property Management
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Zac Amos
- More Blogs About: Commercial Real Estate, Property Management
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Jennifer Clarke
Classes are the easiest way to keep track of multiple assets/properties in one QuickBooks account. Using classes helps create a
- More KB About: Account Mapping, QuickBooks
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Jeri Frank
- More Blogs About: Commercial Real Estate, Property Management
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STRATAFOLIO Support
Overview The QuickBooks chart of accounts mapping process ensures each account is properly aligned with STRATAFOLIO’s consolidated COA. When you
- More KB About: Account Mapping, QuickBooks
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Jeri Frank
- More Blogs About: Commercial Real Estate, Property Management
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Jennifer Clarke
- More Blogs About: Commercial Real Estate, Property Management
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Jeri Frank
- More Blogs About: Commercial Real Estate, Property Management
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STRATAFOLIO Support
Common Area Maintenance (CAM) reconciliation is critical to managing commercial real estate. STRATAFOLIO recognized the need for a platform that
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STRATAFOLIO Support
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Zac Amos
- More Blogs About: Technology
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Jeri Frank
- More Blogs About: real estate
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Jennifer Clarke
With STRATAFOLIO, our Loan Dashboard helps track and give analytics on the performance of your Debt Service. Keeping it updated
- More KB About: Loans
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Zac Amos
- More Blogs About: NNN Leases
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Jeri Frank
- More Blogs About: Commercial Lease
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Jeri Frank
- More Blogs About: Commercial Real Estate
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Jeri Frank
- More Blogs About: Commercial Real Estate
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Jennifer Clarke
- More Blogs About: Accounting
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Jennifer Clarke
- More Blogs About: Down Payments, Leasing, Otso
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Emily Litteken
- More Blogs About: Investors, QuickBooks
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Jennifer Clarke
- More Blogs About: QuickBooks, Tenants
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Jeri Frank
- More Blogs About: Commercial Real Estate, real estate documents
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Jennifer Clarke
STRATAFOLIO makes it easy to email one or multiple tenants across your portfolio. With the Tenant Communications feature, you can
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Jeri Frank
- More Blogs About: Lease Management, QuickBooks, Tenants
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Jeri Frank
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Jeri Frank
- More Blogs About: Spreadsheets
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Jennifer Clarke
- More Blogs About: Chart of Accounts, Classes, Income Items, Legal Entity, Loans, Tenants
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Uriel Barillas
STRATAFOLIO provides role-based access so organizations can control exactly what their investors see. Investor roles are essential for ensuring that
- More KB About: Investors
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Joe Vens
- More Blogs About: Certificates of Insurance, Lease Management, Tenants
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Jeri Frank
- More Blogs About: Commercial Real Estate, Property Management, REITS
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Uriel Barillas
In STRATAFOLIO, records must be managed carefully to keep your portfolio data accurate. Certain records, like contacts, are tied to
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Jeri Frank
- More Blogs About: Lease Management, Overhead Expenses, QuickBooks
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Jeri Frank
Do you have a property that was recently appraised, or you want to update the valuation? In STRATAFOLIO, you can
- More KB About: Assets, Valuations
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Jeri Frank
- More Blogs About: 1031 Tax Exchange, Capital Gains, Policies
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Jennifer Clarke
STRATAFOLIO offers simple, streamlined invoicing in our software. First, our software seamlessly pushes all invoices to your QuickBooks Online accounts,
- More KB About: Invoicing, Leases, Property Manager, QuickBooks, Rent Collection, Tenants
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Jennifer Clarke
The Rent Collection page contains a lot of information regarding Invoices, Payments, and Rent Roll. It includes the ability to
- More KB About: Invoicing, Payments, Rent Collection, Rent Roll
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Amy Jo Maruschak
Benefits of Invoicing with STRATAFOLIO Why should you use STRATAFOLIO for invoicing? With STRATAFOLIO, invoicing is simple and streamlined. Invoicing
- More KB About: Invoicing, Rent Collection
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Jeri Frank
- More Blogs About: Commercial Real Estate, COVID-19, Digital Software, Technology
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Stacy Sherman
- More Blogs About: Building Expenses, Safe Harbor, Tangible Property Regulations, Tax
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Jeri Frank
Tracking repairs and maintenance requests is a necessary component of managing any real estate portfolio. With STRATAFOLIO, you are able
- More KB About: Job Types, Property Manager, User Access, Work Orders
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Amy Jo Maruschak
The Investor Dashboard in STRATAFOLIO is designed to give investors a clear, transparent, and secure view of their investments. This
- More KB About: Dashboards, Investors
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Jennifer Clarke
Monitoring Invoice Payment Status for Property Managers If you own income-producing real estate, you know one of the most tedious
- More KB About: Invoicing, Leases, Property Manager, Rent Collection, Tenants
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Jeri Frank
- More Blogs About: CAM Reconciliation, Common Area Maintenance, QuickBooks, QuickBooks Tutorial
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Jeri Frank
- More Blogs About: CAM Reconciliation, Commercial Real Estate, Common Area Maintenance, NNN, NNN Leases, Onboarding, Price
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Jeri Frank
- More Blogs About: Attorney, Commercial Real Estate Asset Management, Financing
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Jeri Frank
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Jeri Frank
- More Blogs About: Automation
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Jeri Frank
- More Blogs About: ACH, CAM Reconciliation, Common Area Maintenance, Reconciliation
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Jeri Frank
Easily see a Rent Roll for the whole organization, a specific entity, asset, or month. There are different options for
- More KB About: Assets, Rent Collection, Rent Roll
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Jeri Frank
Do you have a new loan to input? Or would you like to enter updated loan information into STRATAFOLIO? In
- More KB About: Loans
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Jennifer Clarke
- More Blogs About: Balance Sheet, CAM Reconciliation, Classes, Common Area Maintenance, Operating Expense Recovery, Profit and Loss
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Jeri Frank
- More Blogs About: NNN, NNN Leases
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Jeri Frank
- More Blogs About: Asset Value, Assets, Lenders, QuickBooks
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Jennifer Clarke
With STRATAFOLIO, admins can add unlimited users to their organization at no additional cost. Security is one of our highest
- More KB About: Administrator, Change User, Delete, Investors, Maintenance, Manager, Property Manager, Reader, User Access
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Jeri Frank
- More Blogs About: Lenders, QuickBooks, QuickBooks Tutorial, Rent roll
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Veronica Baxter
- More Blogs About: Due Diligence, Foreclosure, Lenders
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Jeri Frank
- More Blogs About: Lease, NNN, NNN Leases, NOI
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Jeri Frank
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Jeri Frank
- More Blogs About: Land Leases, Tenants
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Jeri Frank
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Jeri Frank
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Ashley Lipman
- More Blogs About: Alarm System, Security Cameras
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Jeri Frank
- More Blogs About: CARES Act, Cost Segregation, Lenders, Net Operating Losses
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Jeri Frank
- More Blogs About: Beneficial Ownership, Investors, Reporting
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Uriel Barillas
We’ve heard from all our customers who left their previous property management systems to start using STRATAFOLIO that the initial
- More KB About: Onboarding
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Jeri Frank
- More Blogs About: Onboarding, Price, Visualization, Yardi
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Jeri Frank
- More Blogs About: COVID-19, Lease Terms, Tenants
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Jeri Frank
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Daniel Quindemil
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Rachel Heinen
- More Blogs About: Collaboration, Investors, NNN Leases, Reconciliation
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Rachel Heinen
- More Blogs About: Billing, Maintenance Tracking
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Rachel Heinen
- More Blogs About: Security Deposits
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Jennifer Lenda
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Jeri Frank
- More Blogs About: Balance Sheet, CapEx, Chart of Accounts, Lease Escalations, Lease Management, Profit and Loss
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Jeri Frank
- More Blogs About: Cash Flow, DCR, Debt Service Coverage Ratio, Investors, Lease Management, LTV
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Jeri Frank
- More Blogs About: Balance Sheet, Lease, Loans, P&L, Rent roll, Warranties
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Jeri Frank
- More Blogs About: Lease Escalations, Lease Management, NNN Leases, QuickBooks, QuickBooks Tutorial
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Jeri Frank
- More Blogs About: Balance Sheet, Bonus Depreciation, Cost Segregation, Depreciation, Escrow, Section 179, Tax Liability
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Jeri Frank
- More Blogs About: Medical, Recession, Retail, Tax Assessment
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Jeri Frank
- More Blogs About: Bonus Depreciation, Cost Segregation, Opportunity Zones, Qualified Business Income, Section 179, TJCA
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Jeri Frank
- More Blogs About: Co-Working, Medical, Self-Storage
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Jeri Frank
- More Blogs About: NNN Leases, Retailers
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Jeri Frank
- More Blogs About: NNN, NNN Leases, Operating Expense Recovery, Single-Tenant Leases
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Rick Diaz
- More Blogs About: Balance Sheet, Profit and Loss
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Jeri Frank
- More Blogs About: Commercial Real Estate Loan, DCR, Debt Service Coverage Ratio, Loan-to-Value, Loans
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Jeri Frank
- More Blogs About: Solar Energy, Tax credit, Tax Incentive
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Kaleb Beining
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Kaleb Beining
- More Blogs About: Appeal, Cap Rate, NOI, Tax Assessment
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Kaleb Beining
- More Blogs About: Manufactured Housing, Mobile Home Park, trailer park
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Bob Rothenbuehler
- More Blogs About: Cost Segregation, Land Improvement, Lighting
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Jeri Frank
- More Blogs About: 1031 Tax Exchange, 199A Pass-Through Deduction, Depreciation, Section 179
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Jeri Frank
- More Blogs About: Alternative financing, Recourse Loans
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Jeri Frank
- More Blogs About: Quick Action Accounting, QuickBooks Tutorial, Reports
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Jeri Frank
- More Blogs About: Assets, Warren Buffett
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Jeri Frank
- More Blogs About: Accounts Payable, Accounts Receivable, Chart of Accounts, Direct Cash Flow, Indirect Cash Flow
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Jeri Frank
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Jeri Frank
- More Blogs About: Chart of Accounts, Mortgage, QuickBooks
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Jeri Frank
- More Blogs About: Data, Diversification, Investment Objectives
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Jeri Frank
- More Blogs About: Interest, Mortgage, Principal, QuickBooks, Taxes
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Jeri Frank
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Jeri Frank
- More Blogs About: Accountant, Chart of Accounts, IIF File, QuickBooks, Taxes
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Jeri Frank
- More Blogs About: CAM Reconciliation, Common Area Maintenance, Pro forma, Property Management, Rent roll, Taxes, Warranties
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Jeri Frank
- More Blogs About: 1031 Tax Exchange, Tax deferred, Taxes
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Jeri Frank
- More Blogs About: Analytics, Assets Under Management, Portfolio
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Jeri Frank
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Jeri Frank
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Uriel Barillas
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Jeri Frank
- More Blogs About: Chart of Accounts, QuickBooks
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Jeri Frank
- More Blogs About: Commercial Real Estate, Commercial Real Estate Loan, Lending Institution, real estate
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Jeri Frank