Blogs Resources and Insights

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

KB Tags: Tenants

Search
How to Use the Tenant Insurance Index Page and What I Can Do On It-kb

Keeping track of tenant insurance across an entire portfolio can be one of the most time-consuming parts of managing commercial

How to Use the Work Orders Index Page and What I Can Do On It-kb

Maintenance requests come from every direction: tenants, property managers, owners, and your own preventive maintenance schedule. The Work Orders index

How to Use the Tenants Index Page and What I Can Do On It-kb

The Tenants Index Page is your master list of every tenant across your organization. Each row is a tenant record,

How to Fix Common Invoice Sync Errors With QuickBooks-kb

Overview When STRATAFOLIO sends an invoice to QuickBooks, QuickBooks checks the invoice before saving it. If something on the invoice

How to Maximize Your Value from STRATAFOLIO-kb

As a property manager or owner, you face endless tasks. From invoicing and tenant communications to reconciliations and reporting, you

Where to Upload and Access Files in STRATAFOLIO by User Role-kb

STRATAFOLIO allows you to store, manage, and access important documents across your entire portfolio. Where you upload or view files

Recording Tenant Security Deposits

What is a Security Deposit A security deposit is a sum of money, usually equal to one month’s rent, that

How to Add, Track, and Manage Tenant COIs-kb

What is a COI An insurance company issues a Certificate of Insurance (COI) to verify active insurance coverage for a

Guide to the Tenant Portal

The Tenant Portal in STRATAFOLIO offers tenants a place to view lease information, set up ACH payments, and view or

Managing a Lease

What a Lease Represents in STRATAFOLIO Managing a lease in STRATAFOLIO means working from a single, centralized source of truth.