How do I set up tenants and landlords for property management?

Let me help you set up your business, @userdale-broker.

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.

Once done, we can now turn on your Class tracking so can add your property manager. This feature will let you run through account balances by department, business office or location, separate properties, or any other meaningful breakdown of your business, and other segments you want to keep a close eye on.

1. Go to the Gear icon and select Account and Settings.
2. From the Advanced tab, select the edit (pencil) icon in the Categories section.
3. Check both Track classes and Warn me when a transaction isn’t assigned a class.
4. Click Save.

We can now create your class list. Then, you're now ready to track your transactions by class. We also have reports by the 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!