Keep every license distinct
Store the tier, licensed dwelling, ZIP, host, and local contact once, then carry that context into each quarter.
Give each San Diego Tier 3 or Tier 4 property the same disciplined quarter-end workflow—from source exports and reconciliation to a reviewable support pack.
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A useful portfolio view should answer one question immediately: what needs attention before the City deadline?
Store the tier, licensed dwelling, ZIP, host, and local contact once, then carry that context into each quarter.
Combine Airbnb, Vrbo, direct-booking, and supported PDF sources while preserving included, excluded, and flagged rows.
A reconciled pack is ready for human submission—not automatically filed. Record completion only after the authorized user submits in Accela.
The City states that Tier 3 and Tier 4 hosts submit quarterly utilization reports and maintain supporting transaction records. Read the official host reporting guidelines before submission.
Founding plans are intentionally simple while manager workflows and payments open. Preview the reporting workflow before committing.
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Quarterly STR supports the preparation workflow while keeping City submission and professional judgment with the responsible operator.
No. Quarterly STR prepares reviewable workpapers and normalized booking records. An authorized host or manager reviews the result and submits through the City’s Accela STRO portal.
Yes. The manager workflow is designed to organize each licensed dwelling separately, preserve its quarter history, and keep the underlying booking sources traceable.
The City’s host reporting guidelines say Tier 3 and Tier 4 hosts still submit a quarterly report when booked days are zero. Quarterly STR includes an explicit zero-activity path.
No. It is a planning indicator based on the booking records supplied to Quarterly STR. Managers should confirm that all sources and direct bookings are represented and review current City guidance.
Start with one property, verify the workflow against its exports, then move through the rest of the portfolio with the same review standard.