PropertyBoss

PB Basics 8

• Einstein Answers - Link to Full Document
• Language Settings / Language Translation
• HelpDesk Ticket - Label Definitions
• Using PropertyBoss on a Mac
• Transaction Definitions

View all 8

2025 Webinars (Train w/ Trina) 2

• March 2025 Webinar Schedule
• February 2025 Q&A and Webinar Calendar

Frequently Asked Questions (FAQs) 9

• Adjusting Font/Screen Size
• Changing the Portal Service Fee Message
• I Can't Type in PropertyBoss!
• Adding Lease Dates to Work Orders
• Updating Late Fee Message on Portal

View all 9

Instructional Videos/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

New Employee Training 2

• New Employee Training
• One-on-One Training

Software Updates (Release Notes) 3

• March 2025 Updates
• February 2025 Updates
• January 2025 Updates

PB Insider - Newsletter 7

• March 2025 - Issue 7
• February 2025 - Issue 6
• January 2025 - Issue 5
• Issue 4 - December 2024
• Issue 3 - November 2024

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Forms 4

• Bank Change Form
• Customer Account Change Form
• NACHA Setup Form - USA
• NACHA Setup Form - Canada

Release Notes - Archives 15

• January 2024 Updates
• March 2024 Updates
• April 2024 Updates - Mini Update on 4/24/24
• May 2024 Updates
• 2024 Portal Updates

View all 15

QuickBooks 4

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

General Ledger 4

• Discrepancies in Undeposited Funds
• Calculating the Broker Balance
• Checking Account Reconciliation
• Reconciliation: Third-Party Owners

Installation/Log In 2

• PropertyHost: Install and Log In
• PropertyHost: Adding Users

PBS - PB Online 7

• PB Online Overview Video
• PropertyBoss Online Setup & Training Materials
• PB Online Set Up Guide - Step 1
• PB Online User Guide - Step 2
• PB Online Troubleshooting Guide - Step 3

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Background Screening 11

• 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 11

Media 4

• Uploading Media
• Uploading Media
• Downloading Media from PropertyBoss (PDFs)
• Media Storage and Management

EFT Payments 5

• Common Credit Card Payment Failure Codes
• Common ACH Payment Failure Codes
• EFT Payment Errors - Troubleshooting
• The Chargeback Process
• Identifying Scheduled Payments

Paying Owners 1

• Paying Owners - Direct Deposit (NACHA)

Setting Default Printer 1

• Printing from PropertyBoss

Troubleshooting Printing 1

• Printing from PropertyBoss

Merlins 2

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

1099 Forms 4

• 1099 - How To Video
• 1099 FAQs
• 1099 Resource Guide
• IRS Guidelines: 1099-MISC and 1099-NEC

User Manual 2

• Full User Manual
• Flyers/Emails to Encourage Tenant Texting Opt In

Resident/Tenant/Member Portal 6

• 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 6

Owner Portal 1

• Login Errors: Owner Portal

MaintTech Portal 4

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

Release Notes - 2025 2

• 2025 Portal Updates
• March 2025 Software Updates

PB Online - Phase 1 (Site Admin Portal) 2

• PB Online Overview Video
• PB Online Setup and Training Materials

Instruction Guides 2

• Changing Portal Service Fee Message
• Saving PDF Media from PropertyBoss

PB Training Videos 7

• Customizing PropertyBoss
• Lease Notebook Overview
• PropertyBoss Overview
• PropertyHost Overview
• Prospect Notebook Overview

View all 7

Texting 1

• User Manual

Release Notes - Archives 7

• February 2024 Software Updates
• March 2024 Software Updates
• April 2024 Release Notes
• May 2024 Release Notes
• June 2024 Release Notes

View all 7