How To Sync Unrealized Gain/Loss Into QuickBooks

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.