November 2026 6

• Before You Submit a Support Ticket
• Understanding Support vs. Training
• PropertyBoss vs. Local IT Issues: Who Should I Contact?
• Introducing Inhabit, ResMan, and ResidentIQ
• Installing the PB Online Progressive Web App (PWA)

View all 6

1099 Updates - Tax Year 2026 3

• Coming Soon: Changes to 2026 1099 Reporting (O280, V280)
• Confirmed IRS Changes for 1099s - Tax Year 2026
• IRS FIRE vs. 1099Fire: What's the Difference?

PropertyWHAT? 1

• Understanding the “PropertyBoss” Family

Getting Started & Logging In 3

• How to: Login to PropertyBoss
• How to: Create an Account for New Users (Admins)
• Understanding Roles in PropertyBoss

Getting Help & Support 5

• What Can PropertyBoss Client Care Help With?
• Why PropertyBoss May Ask Specific Questions During Troubleshooting
• How to Reduce Back and Forth During Troubleshooting
• HelpDesk Ticket - Label Definitions
• Business Hours & Contact Information

PropertyBoss Basics & Reference 11

• System Requirements: PropertyBoss & QuickBooks
• PropertyBoss on Mac: Using Parallels
• Quick Reference Glossary of Terms
• Glossary of Terms - Full
• Transaction Definitions

View all 11

Frequently Asked Questions & Quick Help 6

• Why does PropertyBoss keep disconnecting?
• Why does my screen resize or flash when I minimize/move it?
• I can't type in PropertyBoss!
• How do I find or update my portal links?
• How do I make the font or screen size larger?

View all 6

Data Import Templates 4

• Third-Party Management
• Home Owner Associations (HOA)
• Self-Management
• Vendors

Subscription Info & Service Changes 5

• How to Cancel Your PropertyBoss Subscription
• How to Cancel Your Historical Access Subscription
• How to Cancel Add-On Services
• PropertyBoss Data Export Checklist
• Monthly Billing Process - Subscription and E-Payment Invoicing

PB Insider Newsletter 19

• PB Insider - Q3 2026
• PB Insider - Q2 2026
• PB Insider - Q1 2026
• PB Insider - Issue 16
• PB Insider - Issue 15

View all 19

Software Updates (Release Notes) 5

• PBS: October 2026 Release Notes
• PBS: September 2026 Release Notes
• PBS: August 2026 Release Notes
• PBS: July 2026 Release Notes
• PBS: June 2026 Release Notes

Release Notes - Archives 31

• PBS: May 2026 Release Notes
• PBS: April 2026 Release Notes
• PBS: March 2026 Release Notes
• PBS: JANUARY 2026 Release Notes
• PBS: February 2026 Release Notes

View all 31

Preview User Program 2

• Agreement: PropertyBoss Beta and Early Access Software License Agreement
• Preview User Program Information

PropertyBoss Standalone/On-Premise Retirement 2

• PropertyBoss Standalone Access - Retirement Information
• Legacy PropertyBoss Standalone Access Ends December 31, 2026

PropertyBoss Administration & Setup 13

• Transaction Categories
• Reporting & Merlin Guide
• System & Global Setup Guide
• Security & Permissions Guide
• Implementation & Onboarding Checklist

View all 13

Property Manager Guide 18

• Assets Module
• Accounts Payable (AP) / Accounting
• Properties
• Advanced Accounting
• Applying Payments in PropertyBoss

View all 18

Leasing Agent Guide 13

• Leasing Agent - Best Practices
• Creating a Lease Using the Prospect Navigator
• How to Enter a New Prospect Activity
• Leasing Agents Webinar Recording
• Handling Security Deposits in PropertyBoss

View all 13

Maintenance Staff Guide 7

• Property/Unit Inspections
• Work Orders
• MaintTech Portal User Guide
• MaintTech Portal Setup
• Maintenance Staff - Customizable Quick Start Guides

View all 7

New User Training 2

• New Employee Training
• One-on-One Training

PropertyBoss Full Training Course 23

• PB 001: The PropertyBoss Structure
• PB 002: Detail Fields
• PB 101: Transactions in PropertyBoss
• PB 102: Collecting Payments & Making Deposits
• PB 103: Prospects & New Tenants

View all 23

Overview 5

• PB Online Overview Video
• Infographic - What is PB Online?
• Big Picture - What is PropertyBoss Online?
• PropertyBoss Display Quick Start Guide
• PropertyBoss Display Quick Guide Poster (Visual)

Setup, Access & Requirements 7

• Step 1 - Set Up Guide - PB Online
• Step 2 - User Guide - PB Online
• Troubleshooting Guide - PB Online
• PB Online Video: How to Login to PropertyBoss
• PropertyBoss RDP Client - Version 2.0.4

View all 7

Troubleshooting & FAQs 5

• Install Troubleshooting: Antivirus Software & Errors
• Install: Error Related to Application Manifest
• PB Online: Set Default Screen to Open PropertyBoss
• PB Online: Understanding PropertyBoss Display and Monitor Scaling
• PB Online - General Access FAQs

General Ledger 7

• Overview: General Ledger and Accounting Feature
• Overview: Built-in GL Reports
• Calculating the Broker Balance
• Checking Account Reconciliation
• Discrepancies in Undeposited Funds

View all 7

QuickBooks/PB Remote Setup & Integration 10

• Interfacing to QBs: Instructions
• Exporting Check Numbers from QB: Instructions
• QB Error 1034: Company file is already open/Multiple company files
• QB Export/Import: Instructions
• QB Error 1032: Could not start QuickBooks

View all 10

QuickBooks Accounting & Reconciliation 4

• Reconciling QuickBooks with PropertyBoss
• Balancing Tools: QuickBooks
• Balancing Tools: Cash Balancing in QBs
• Unearned Revenue & QuickBooks

Taxes & Tax Rates 1

• Using Tax Rates in PropertyBoss

Applicant Screening Services 2

• Screening Providers (Vendors)
• Western Reporting Product Comparison

Renters Insurance with ePremium 2

• Introduction to ePremium
• ePremium Renters Insurance - Overview

SMS Text Messaging 3

• Texting: User Manual
• Flyers/Emails to Encourage Tenant Texting Opt In
• Texting - Setup Form

Online Payment Services Setup 7

• Understanding Vantage Payment Services
• Existing Account Holder: Adding a New E‑Payment Account
• New E‑Payment Account Setup
• How To: Bank Change Request
• How To: Account Change Request

View all 7

Setup & Troubleshooting 2

• Setting Up Email in PropertyBoss
• Troubleshooting Email Setup in PropertyBoss

Sending Email from PropertyBoss 2

• Sending Owner Statements to Owners
• Emailing Lease Statements to Tenants

Work Orders 2

• Work Order Cycle
• Adding Lease Dates to Work Order Navigato

Applicant/Background Screening & RIQ 9

• Missing Data Message
• Monthly Income - Required Field
• RIQ - Access to Historical Screening Reports
• RIQ - ID Verification Training
• RIQ - Sample Adverse Action Letter (AAL)

View all 9

Rental Rates & Fee Transparency 1

• Marketing Fee Schedules & Rental Rates

Managing Media & Files 4

• Downloading Media from PropertyBoss (PDFs)
• Media Storage and Management
• Compressing Files Larger Than 20MB for Upload
• Uploading Media

Merlins (Custom Reports) 2

• What are Merlin Reports?
• Creating Merlin Reports: Overview

Built-In Reports 2

• Setting Up or Editing Report Header Information
• O280: Reversing Entries Appearing on Owner Statements

1099 Reporting & Resources 7

• 1099 - PropertyBoss How To Video
• 1099 PropertyBoss FAQs
• PropertyBoss 1099 Resource Guide
• IRS Guidelines: 1099-MISC and 1099-NEC
• Tax Guidance and Support

View all 7

Payment Research & Troubleshooting 5

• Payment Research and Reconciliation
• Reconciliation: Common Reasons Deposits Differ From Expected Amounts
• Reports Commonly Used for Payment Research
• Payment Troubleshooting Checklist
• How to Reject a Tenant Payment During Eviction

Online & EFT Payments 9

• EFT Payment Errors - Troubleshooting
• Identifying Scheduled Payments
• Online Payment Process Cycle
• Exceeds Monthly Transaction Limit
• Quick Guide: Processing Online Payments

View all 9

Paying Owners 3

• Paying Owners - Direct Deposit (NACHA)
• NACHA Setup Form - USA
• NACHA Setup Form - Canada

Chargebacks 3

• The Chargeback Process
• Chargeback Response Guide
• Chargeback Reasons - Downloadable Cheat Sheets

ACH & Credit Card Failure Codes 2

• Common Credit Card Payment Failure Codes
• Common ACH Payment Failure Codes

Printing in PropertyBoss 2

• PB Reports Folder
• Printing Overview

Resident/Tenant/Member Portal 8

• Tenant/Resident/Member Portal Access
• Tenant/Resident/Member Portal Login
• Login Errors: Tenant/Resident/Member Portal
• Troubleshooting Guide
• Changing Service Fee Message on Portals

View all 8

Listings Portal 1

• Listings Portal Flow Chart

MaintTech Portal 4

• MaintTech Portal Setup & Training Materials
• Setup Guide
• User Guide
• Troubleshooting Guide

Owner Portal 1

• Login Errors: Owner Portal