CommissionTrac currently has two workflows integrated with QuickBooks Desktop. We utilize the QuickBooks Desktop web-connecter to send information from CommissionTrac to QuickBooks. This web connecter can sync data at any interval. Below we provide more detail for each workflow.
Workflow 1 - Invoices
This workflow syncs Invoices from Commissions to QuickBooks Desktop.
CommissionTrac Invoice Number, Amount, Due Date, and Bill To Entity sync into QuickBooks
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 Commissions 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 sync them to QuickBooks Desktop by creating bills or checks.
All amounts paid to the same Agent are combined into the single QuickBooks transaction (bill or check) with separate detail items for each Commission Credit.
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.
The QuickBooks Desktop integration offers you the option of creating a Bill or a Check in QuickBooks.
Setting up this Integration
Sign into your CommissionTrac Account (Need Bookkeeper Permissions)
Navigate to Settings and select Integrations
Select Connect for Quickbooks Desktop. This will navigate you to a new tab with our Integration Partner with an API Nation account connected to CommissionTrac
Click Accounts under Quickbooks Desktop, then click the red Plus icon
You will be directed to the How to Connect QuickBooks Desktop page, which contains detailed, step-by-step directions.
For more information on how to setup this integration please contact [email protected]