Feature Guides

Office and staff page guides. See Agent documentation for agent-specific screens.

• AI Deal Wizard

  You briefly upload and process the contract, then work in Contract to Deal Wizard — a single page with Section Completion Status at the top and three main sections to complete: Transaction Details, Financial, and Conditions & Forms.

• Broker Dashboard

  Use this page to get oriented after signing in, review dashboard widgets, search for records, and open the main work areas from the left navigation.

• Deals

  Use this page when you need to find or review active, conditional, firm, collapsed, closed, or other deal records across the brokerage.

• How RealDesk and QBO Work Together

  How RealDesk acts as the system of record and syncs one-way to QuickBooks Online for deal-related entries.

• Listings

  Use this page when you need to find or review listing records before or after they become deals.

• Payment and Entry Types (Legacy QBO)

  How RealDesk payment types become journal entries, transfers, bills, and invoices in QuickBooks Online.

• Payments

  Record commissions, trust deposits, payments, and closing steps for one deal.

• RealDesk / QBO Setup and Configuration

  Map RealDesk accounting settings and entities to QuickBooks Online chart of accounts and tax codes.

• RealDesk Accounting Overview

  RealDesk Accounting is the brokerage general ledger inside RealDesk, with reconciliation, financial statements, vendor bills, and journal entries.

• Referrals

  Use Referrals under Active Referrals or Inactive Referrals to search clients with referral records and review referral details, forms, and linked referral deals.

• Transaction Room

  Use this page to see what is waiting for office review, what was marked incomplete, and what was completed in the last 90 days.

• Trust Accounting Basics (Legacy QBO)

  Trust accounting concepts for brokerages on the RealDesk QuickBooks Online integration.