CommissionTrac currently has three workflows integrated with QuickBooks Online. This integration syncs instantly. Below we provide more detail for each workflow.
Workflow 1 - Invoices
This workflow syncs Invoices from CommissionTrac to Quickbooks Online.
CommissionTrac Invoice Number, Amount, Due Date, and Bill To Entity sync into QuickBooks Online
The workflow will search Customers in QuickBooks for a match to the CommissionTrac Bill To entity. If no match is found, the integration will create a new QuickBooks customer.
Workflow 2 - Deposits
This workflow syncs deposits posted in CommissionTrac as Payments Received in QuickBooks.
Syncs the Bill To (Customer), Original Invoice, Payment Number, and Amount.
The syncs attempt to find the original Invoice in CommissionTrac and apply the payment to QuickBooks.
If a matching Invoice is not found the sync assigns the Payment to Undeposited Funds.
Workflow 3 - Agent Payments
This workflow pulls the agent commission details from Agent Payments and syncs them to QuickBooks Online by creating bills.
All amounts paid to the same Agent are combined into the single QuickBooks bill with separate detail items for each Commission Credit.
The workflow will search Vendors in QuickBooks Online, using the Vendor First and Last Name fields. If a match is found the workflow will sync the Bill to the appropriate Vendor, otherwise the sync will create a new Vendor for you.
If there is not already a Vendor for the Agent being paid, the integration will create a new Vendor.
How to Set up QuickBooks Online Integration
Click on the Settings menu and Select Integrations.
Then click on Connect for the Quickbooks Online Integration.
This will launch the setup page, showing that your CommissionTrac Account is 'Connected' (red box on the right). Click Accounts on the Quickbooks Online side to connect.
Then click on the red + icon.
On the screen that opens, input your Quickbooks Online Credentials.
Finally, confirm the connection access.