In this tutorial, we will go over how to sync your unrealized gain/loss data into QuickBooks. This tutorial assumes that you already have QuickBooks connected and mapped.
Step 1
Head to your to your Connections Page
Step 2
Head into your QuickBooks connection.
Step 3
Go to the unrealized gain/loss account mapping section, this is where you need to have your unrealized gain/loss accounts mapped.
Step 4
Make sure to map your accounts.
Step 5
Go back and head to your reports.
Step 6
Click on your QuickBooks button for the dropdown menu.
Step 7
Click on Sync Unrealized Data.
If you go into your QuickBooks account, you will be able to see the journal entries.
