Does QB Online integrate or interface with my mortgage company

Welcome to the Community, @userkp-do-construct.

Let me help and provide information about integrating with a mortgage company in QuickBooks Online (QBO).

If you mean about setting up a loan, you can set up loans in your books by creating liability accounts to track what's owed.

Here's how:

1. In the left navigation bar, go to Accounting, then Chart of Accounts.
2. Click your New button.
3. From the Account Type ▼ drop-down list, choose Long-Term Liabilities. If it's planned to be paid off by the end of the current fiscal year, pick Other Current Liabilities instead.
4. In your Detail Type ▼ drop-down, choose Notes Payable.
5. Give the account a name.
6. In the Balance field, enter the amount that's currently in your account.
7. Determine the as of date. Enter today's date if you want to start tracking immediately.
8. Select Save and Close.

You may also refer to this article to proceed to step 2, so you can record the money you got from the loan for more detailed steps: Set up a loan in QuickBooks Online.

However, if you mean about setting up a company, here's how to set up as company.

1. Go to the Gear Icon.
2. Select the Account and Settings under your company section.
3. Go to Company and select Company type.
4. Select the field beside the Industry.
5. Type Mortgage and nonmortgage loan brokers.
6. Click Save.

In addition, if you have already an existing program for your mortgage company then you want to integrate it. It will require contacting the  Intuit Developer.

Moreover, you can check this article when you may want to change your user ID, or password for QBO:  Update or change your Intuit Account sign-in information.

Please let me know if you have further concerns about mortgages or setting up a company and loans. We're always here to help you out.

This does not really answer my question.  What I want to know is if the program interfaces with the mortgage company and automatically updates the quickbooks account. 

I appreciate you for coming back to the thread and clarifying your concern, userkp. Since it isn't about setting up a loan or a company, it seems that this is a third-party software that is connected to QBO. Let me explain how it works so that you can manage your data between the two systems.

The downloaded data in QuickBooks depends on the information shared by the mortgage company. With this, yes, the updates from one program automatically flow in QBO depending on the setup. If you need further assistance with the integration, I recommend contacting the mortgage company's support team. They can provide you with more specific instructions and access your account to help you with the process.

Lastly, I'm also adding this article to see different guidelines on how to effectively handle your business using QBO: Help guides for QuickBooks Online.

It'll always be my pleasure to help if you have any other concerns about on mortgage company in QuickBooks. Please let me know by clicking the Reply button and leaving a comment below. Take care always, userkp.

So, here's the issue with connecting: it only gives these options for "type of account":

checking, savings, money market, cash on hand, trust account, rents held in trust and credit card

What would you choose for a mortgage?

So, here's the issue with choosing the account to connect with (see below):

In short, it doesn't give you the option of "mortgage" or "mortgage payable" for the account type.

Which one should be chosen?