CommissionTrac currently has two 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 - 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 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.
  • The QuickBooks Online integration creates a Bill in QuickBooks.

How to Set up QuickBooks Online Integration

  1. Click on the Settings menu and Select Integrations.
  2. Then click on Connect for the Quickbooks Online Integration.
  3. 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.
  4. Then click on the red + icon.
  5. On the screen that opens, input your Quickbooks Online Credentials.
  6. Finally, confirm the connection access.

 

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