Track agent billings and payments- Select this box
This is a description of this workflow
The workflow creates an invoice in QuickBooks Online for each agent that has billing in BrokerSumo. When a bill in BrokerSumo is marked as paid, a payment in QuickBooks will be created.
For every next bill paid by this agent, new payment in QuickBooks will be created or updated.
The workflow runs on demand, when data is posted by BrokerSumo.
Click use this template
Verify you are logged into the correct Quickbooks account
You will the go to the configuration page
Sync all item on first run please bypass this option
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 the deposited to account- this will be the account in Quickbooks that your invoice/payment will be created under
Once you have chosen your deposit account then you will click apply and apply under the edit workflow.
Then click Run and your workflow is now activated
Note- This will create a paid invoice in Quickbooks if you sync a paid invoice in BrokerSumo, if you sync an unpaid invoice, it creates an unpaid invoice in Quickbooks. If you then mark it as paid in BrokerSumo, and re-sync, it updates the invoice to paid in Quickbooks.
For Quickbooks Online
You can find your agent billings and payments in Quickbooks unders Sales> Invoices
For QuickBooks Desktop you'll need to set up a 2nd workflow as they are slightly different:
You'll need to add both workflows shown above. One creates the invoice, and one creates the payment for that invoice.