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January 27, 2024
Question

I am in realestate trying to track my mortages in quickbooks for properties. Can quick books connect to my lenders or do I need to do manual updates.

  • January 27, 2024
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1 reply

January 27, 2024

Welcome to the Community, Cdennis. I'm here to provide details about tracking your mortgage in QuickBooks Online (QBO).

 

QBO doesn't directly connect to lenders to automatically pull mortgage information. You can either input the details in the program manually or reach out to your lenders and verify if they offer any integration tools like third-party apps to send their details.

 

Additionally, you can refer to this article on managing loans in QBO: Track customer loans in QuickBooks Online.

 

Let me know if you have other concerns with your mortgages in QBO. I'll be here to help. Have a great day!