Whether you use QuickBooks Desktop or QuickBooks Online, CommissionTrac has an integration available to sync the Agent Payment details to your QuickBooks account.
All amounts paid to the same Agent are combined into the single QuickBooks transaction with separate detail items for each Commission Credit.
The QuickBooks Desktop integration offers you the option of creating a Bill or a Check in Quickbooks.
Currently the QuickBooks Online integration creates a Bill in QuickBooks.
The workflow will search Vendors in QuickBooks, using QuickBooks "Display As" field, and attempt to match agent names from CommissionTrac.
If there is not already a Vendor for the Agent being paid, the integration will create a new Vendor.
**Note: At this time the integrations do not include Bonus or Expense details. This feature is coming soon.
For more information on how to setup this integration please see here or email us at: [email protected]