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Updated almost 5 years ago on . Most recent reply

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Alecia Bolton
  • Investor
  • Seatac, WA
119
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132
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Bookkeeping for notes

Alecia Bolton
  • Investor
  • Seatac, WA
Posted

Running a note business, I'm curious what bookkeeping software you use to track expenses and income.  I currently use a spreadsheet and it's becoming a challenge to maintain.

What tool do you use?

Why did you pick it?

Do you do joint ventures?  do you use the software to track those?

How easy is it to get it over to your accountant (if you have one)?

Thanks!

  • Alecia Bolton
  • Most Popular Reply

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    Bob Malecki#5 Tax Liens & Mortgage Notes Contributor
    • Investor
    • Kingston, WA
    1,451
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    Bob Malecki#5 Tax Liens & Mortgage Notes Contributor
    • Investor
    • Kingston, WA
    Replied

    Quickbooks because I've been using QB for the past 15 years. Also QB has Classes which let you put an asset into its own class along with the income/expenses associated with the asset and you can then run a P&L by class to see your profit/loss on each note in your portfolio

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