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: Properties & Assets
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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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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
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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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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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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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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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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Amy Jo Maruschak
Adding a Unit to STRATAFOLIO is straightforward once you know where to start. Units fall under Buildings in the STRATAFOLIO
- More KB About: Units