cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

I have a real estate account through my bank, as I am syncing the accounts, I don't see an option for real estate. How can it be tracked in this system?

 
1 Comment
Highlighted
QuickBooks Team

I have a real estate account through my bank, as I am syncing the accounts, I don't see an option for real estate. How can it be tracked in this system?

I'll help you in tracking it, nkcmcfo.

 

When we connect your bank and credit card accounts to automatically download transactions, the program will automatically show all your accounts that can be connected. However, there are specific bank that doesn't connect to all types of accounts, that's why you're unable to select an option for real state accounts.

 

I encourage you to select the Request support for your bank option. This way, we can coordinate with your financial institution to add that type of bank account.

 

In the meantime, we can manually upload your bank transactions to your QuickBooks account. We can start by signing in to your bank's website and follow the instructions on how to download them. You can either save them as Comma-Separated Values (CSV)QuickBooks Online (QBO), or Quicken (QFX) format.

 

Here's how to upload the file:

  1. Select Banking from the sidebar menu.
  2. Choose the Banking tab.
  3. Click the Upload transactions button.
  4. Hit Browse, then locate the file you downloaded from your bank.
  5. Select the account you want to upload the transactions into from the QuickBooks account drop-down menu, then click Next
  6. Follow the on-screen instructions, then select Next.
  7. When you’re ready, hit Let's go.

After uploading it, let's go back to the Banking menu to match and categorize your bank transactions.

 

Should you need further help in managing your bank transactions in QuickBooks, you can always find us here.

Need to get in touch?

Contact us