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FlyingHOA
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This solution makes sense. We are using QB online, though. So I can use customer as property address, but QB online doesn't have "jobs". They have "sub-customer". I can use that, but there is no start/end date field. Not ideal, but I can use the notes field to record this info. The bigger trouble is what happens if one person owns multiple properties within the community? For example, if Joe Smith owns 2 properties, "Joe Smith" would be a job (or sub-customer) under 2 different "customers". That means Joe Smith would receive 2 separate invoices.

 

So my questions are: If using QB Online, is there a better way to do an HOA or is using "sub-customer" the only way to go? And second, how do we handle one person owning multiple properties? Thanks! - Dave

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