QuickBooks Online (QBO) Integration Manual

Legacy integration: This manual applies to brokerages using the QuickBooks Online (QBO) sync with RealDesk. New deployments use RealDesk Accounting in RealDesk — see the RealDesk Accounting overview.

Overview

This manual documents how RealDesk syncs deal-related financial activity to QuickBooks Online (QBO). Use it for setup, payment entry types, deal walkthroughs, and reconciliations when your brokerage still runs on the QBO integration.

For day-to-day sync status, see .

Contents

• Section 1 — Trust accounting basics
• Section 2 — How RealDesk and QBO work together
• Section 3 — Setup and configuration
• Section 4 — Payment and entry types
• Section 5 — Deal walkthrough
• Section 6 — Reconciliations