You have the ability to choose if you want Co-Broke payments or other pre-commission debit payments to sync to Quickbooks and create either a check, an expense or a bill to Quickbooks. Whether it creates a check, expense or bill depends on the current workflow you have set up.

You also can turn off specific items from syncing at all. For example, if you have a franchise fee that you deduct when splitting the agent's commission, but you don't want it synced over as it would lower the amount of your income amount in QB, you can choose to not have it synced.

Syncing a Co-Broke Item to create a check, expense or bill in Quickbooks

In the transaction if you use the Co-Broke option you will have your Co-Broker payment line item
If you click on the edit button the Edit Co-Broke Commission section will open to specify how you want that line item to sync to Quickbooks

In the edit screen

There is a create check/expense/bill in QB option. You can toggle this on or off. In the example below it is on. This mean it will sync to Quickbooks and create either a check/expense or bill in Quickbooks, depending on your workflow you have set up. 

In Quickbooks there is deposit entry for full amount and you can see there is a check created for the Co-Broke item from the disbursement

If you have it turned off it will not create a separate check/ expense or bill in Quickbooks. 

Pre-Commssion debits entered on the disbursement

In the transaction if you have your pre-commission item- in the example below it is a referral.
If you click on the edit button the Edit Pre-Commission Credit/Debits section will open to specify how you want that line item to sync to Quickbooks

There are 2 options

The first option QB Sync will be on- if you turn it off this item will not sync to Quickbooks at all.

The second option is to create check/expense/bill in QB option. You can toggle this on or off. In the example below it is on. This means it will sync to Quickbooks and create either a check/expense or bill in Quickbooks, depending on your workflow you have set up. 

Turning off the QB Sync- this item will not sync to Quickbooks at all. You can turn off the QB sync if you have an item you don't want synced to QB and are just using it to calculate the commissions. Turning off QB sync-it won't effect the deposit amount being synced.







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