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Our team of experts and partners delivers the latest insights and best practices for mastering commercial real estate with QuickBooks.

Author: Uriel Barillas

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Investor Roles in STRATAFOLIO

STRATAFOLIO provides role-based access so organizations can control exactly what their investors see. Investor roles are essential for ensuring that

How to Delete Contact Records-kb

In STRATAFOLIO, records must be managed carefully to keep your portfolio data accurate. Certain records, like contacts, are tied to

How Lease Alerts Work

Having a good handle on your leases is a big part of running a successful real estate business. STRATAFOLIO helps

Set up ACH Payments as a Tenant in STRATAFOLIO-kb

Congratulations on taking the first steps to eliminate manual work! Using ACH (Automated Clearing House) for rent payments delivers a

How To Add a New QuickBooks Desktop Integration to STRATAFOLIO

With STRATAFOLIO, you can integrate as many QuickBooks Desktop (QBD) company files as your organization owns. This allows you the

STRATAFOLIO's Full-Service Onboarding Process

We’ve heard it from all our customers who left their previous property management systems to start using STRATAFOLIO that it

Six Characteristics of Highly Effective Data Dashboards JPG
Learn how six data characteristics of dashboards will help you manage your commercial real estate more effectively and increase profits.