Workflows

• Deal Walkthrough (Legacy QBO)

  Sample deal from Send/Receive Payments through matching QuickBooks Online entries and trial balance checks.

• Reconciliations (Legacy QBO)

  Reconcile trust and general bank accounts in QBO and trust liability in RealDesk.

• Review and Close a Deal

  Review Transaction Room submissions, handle conditional and firm paths, approve commissions and TRS, and close deals on Payments.