Blogs Resources and Insights
Our team of experts and partners delivers the latest insights and best practices for mastering commercial real estate with QuickBooks.
Topics: Getting Started
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STRATAFOLIO sends alerts so you never miss an important date or action across your portfolio. Alerts watch your leases, loans,
- More KB About: Notifications
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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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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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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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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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STRATAFOLIO Support
STRATAFOLIO offers several access levels for the members of an organization. The access levels limit what each user can see
- More KB About: Contacts, Customers, User Access
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Jennifer Clarke
Loan Covenants and How They Appear Defining a Loan Covenant The first step in identifying the loan covenants is understanding
- More KB About: Account Mapping, Assets, Documents, Loans
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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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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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Jennifer Clarke
STRATAFOLIO uses a single, centralized location for all contacts, so you never have to search in multiple places to find
