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northtoronto
Level 1

printing checks for different rental properties

I have three rental properties. I intend to just use the check printing feature and the reports features in quickbooks as I have an accountant doing all the other work i.e taxes and such. 

 

How can I print and keep track of different rental property vendors in one Quickbooks account?

5 Comments 5
Maybelle_S
QuickBooks Team

printing checks for different rental properties

Hi there, @northtoronto.

 

In QuickBooks Online (QBO), you can print checks by checking the Print Later box when recording your transactions. After that, reopen your check to proceed with the printing process.

 

1. Open your check transaction.

2. Tap on the Print check tab.

3. Select the checks you need to print, then enter the first check number on the Starting check no. field.

4. You can either review the printer setup or proceed with printing the checks by clicking on the Preview and print button.

 

To learn more about printing checks in QBO, you can check out this article: Print a check in QuickBooks Online.

 

Additionally, you can add all your properties as a customer and the property manager as a class. That's the easiest way to track all transactions made by your property manager. Let's follow these steps on how to add a customer:

 

1. From the Sales tab, select Customers.

2. Click on New Customer and enter the customer’s info.

3. Select Save.

 

You can also check this article for more details: Manage your customer list.

 

We can now create your class list. Then, you're now ready to track your transactions by class. We also have reports by class you can pull up if you need to review them.

 

I'll be right here if you have more clarifications. Have a great day!

northtoronto
Level 1

printing checks for different rental properties

Thank you for your response. Maybe I wasn't clear in my question:

 

How do I filter out in the Reports checks written to different rental properties?

MarsStephanieL
QuickBooks Team

printing checks for different rental properties

Hello, @northtoronto. I'd be delighted to help you filter the check transactions on your different rental properties.

 

You may check the Bills and Applied Payments Report or Check Detail Report. Then, customize it and go to the Filter section or Rows/Columns. After that, enter the accounts or the vendors you'd like to include in your report. Lastly, you click the Run report button to apply the changes.

 

This is what it looks like:

 

 

For more information with custom formatting the layout of the report, you can check this article: Customize reports in QuickBooks Online.

 

Memorizing your report can also be helpful so that you'll not customize it again. To learn more about the process, you can read this article: Memorize reports in QuickBooks Online.

 

Post again here if you have other concerns. Take care and have an amazing day!

northtoronto
Level 1

printing checks for different rental properties

Can I instead filter such reports by tags (i used tags when I write checks)?

MarsStephanieL
QuickBooks Team

printing checks for different rental properties

I'm happy to see you back here, @northtoronto. Thanks for reaching back to us. Let me share some details on how you can filter a report by tags in QuickBooks Online. 

 

Yes, you can also filter it by tags. There are two ways how to do that, you can do that in the Banking menu. Or by pulling up a Transaction List by Tag in the Reports menu. I'd be glad to show you the steps below. I've also added some screenshots for your additional reference.

 

To get an individual report:

 

  1. Go to the Banking menu.
  2. Select the Tags tab and locate the tag name.
  3. Select Run report beside it. 

 

tags report 2.PNG

 

To collate a report of tags:

 

  1. Open the Reports menu.
  2. Go to the search box and enter "Transaction List by Tag Group."
  3. Customize the report. (Optional)
  4. Select the correct dates and click the Run report button.

 

Tags report1.PNG

 

You can also run a Profit and Loss by Tag Group Report directly to collate tagged transactions in the Reports menu aside from going to the Tags page.

 

Moreover, you can check out this article to know the other reports that can help you focus more on the specific details: Common custom reports in QuickBooks Online. This contains reports such as a comparison of customer or vendor payments.

 

I'll be around if you need further assistance with running a report or other questions. Let me know in the comment section. Take care and have a wonderful day!

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