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

Topics: Properties & Assets

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How to add an asset

Adding an asset is one of the first steps when setting up your portfolio in STRATAFOLIO. Assets represent your major

How to Add an Entity in STRATAFOLIO

In STRATAFOLIO, an entity is a legal organization such as an association, partnership, proprietorship, trust, or individual that owns real

Organize Your Portfolio Structure

Managing commercial properties becomes much easier when you keep your portfolio well-structured. STRATAFOLIO gives you the tools to build an

Add a New Property or Building

When you manage your portfolio in STRATAFOLIO, you may need to set up a new building. It’s important to understand

How to Add a Property Manager as a User in STRATAFOLIO

STRATAFOLIO offers several access levels for the members of an organization. The access levels limit what each user can see

How to Add and Update Valuations in STRATAFOLIO

Do you have a property that was recently appraised, or you want to update the valuation? In STRATAFOLIO, you can

How to Mark an Asset as Sold in STRATAFOLIO

When a property or organization changes ownership or is deactivated, STRATAFOLIO helps you manage this transition seamlessly while maintaining data

How to Add a Unit

Adding a Unit to STRATAFOLIO is straightforward once you know where to start. Units fall under Buildings in the STRATAFOLIO