Send Agent Commission via bills- Select this box

This is a description of this workflow

Click use this template

Verify you are logged into the correct Quickbooks account

Click Save

You will the go to the configuration page

Sync all item on first run please bypass this option

Bill date-
Quickbooks default will default the date in Quickbooks to the day you are syncing the information
Close date in Brokersumo will create the bill date off the close date in Brokersumo in the transaction
Demand date will create the bill date off the demand date in Brokersumo

Due date-you may want to use the same option as the bill date to keep the dates consistent in Quickbooks
Quickbooks default will default the date in Quickbooks to the day you are syncing the information
Close date in Brokersumo will create the bill date off the close date in Brokersumo in the transaction

Next you will want to choose your expense account- this will be the expense account in Quickbooks that your bill will be created under

Once you have chosen your expense account then you will click apply and apply under the edit workflow.
Then click Run and your workflow is now activated


Below is what your agent commission will look like in Quickbooks
You have the agent record you selected and any deductions taken on their payment and the net amount at the bottom.


Did this answer your question?