This workflow pulls the agent commission details from Agent Payments and adds them to QuickBooks Online by creating bills.

  • All amounts paid to the same agent are combined into the single QuickBooks transaction with multiple detail items.
  • The workflow will search vendors in QuickBooks Online, using QuickBooks "Display As" field, and attempt to match agent names from CommissionTrac.

For more information on how to setup this integration please contact [email protected]

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