To integrate your Quickbooks account go to Settings>Integrations and click Edit Quickbooks Online
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Login with your Quickbooks username and password

Once you are logged in you will be taken to a screen to set up your work flows

You will need to decide how you would like the agent commission tracked in Quickbooks and how you would like your brokerage gross commission tracked in Quickbooks. If you do any agent billing you will set that up as well.

When your agents commission is synced in they will have a vendor account automatically created for them and each transaction that is synced will go under their vendor name.
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Agents Commission Workflow options:

You can track an agents commission via bills, checks, expenses or an invoice. Agents commissions will be logged in Quickbooks as an expense, or item that needs to be paid. 

Send agent commission payments via bills means that the agents invoice will go into Quickbooks as a bill.
​https://irecommunity.force.com/BrokerSumoSupport/s/article/QuickBooks-Send-Agent-Commission-Via-Bills
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​Send agent commission payments via checks means that the agents commission will be tracked by a check (if you need to print checks for the agents from Quickbooks).
​https://irecommunity.force.com/BrokerSumoSupport/s/article/QuickBooks-Send-Agent-Commission-Via-Check
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​Send agent commission payments via expense means that an expense line item will be created in Quickbooks for the agents commission. https://irecommunity.force.com/BrokerSumoSupport/s/article/QuickBooks-Send-Agent-Commission-Via-Expenses

Broker Gross Commission Workflow options:

You can track the brokerage gross commission via deposits, invoice or sales receipt. This will track the total gross commission before any agent payments or debits or credits from the disbursement. 

Track brokerage income via deposit means that it will be logged as a deposit in Quickbooks.
​https://irecommunity.force.com/BrokerSumoSupport/s/article/QuickBooks-Track-Broker-Income-Via-Deposits
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​Track brokerage income via invoice means that an invoice will be created for the brokers gross commission from the disbursement.
​https://irecommunity.force.com/BrokerSumoSupport/s/article/QuickBooks-Track-Broker-Income-Via-Invoice
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​Track brokerage income via sales receipt means that a sales receipt will be created in Quickbooks for the gross income from the disbursement. https://irecommunity.force.com/BrokerSumoSupport/s/article/QuickBooks--Track-Broker-Income-Via-Sales-Receipt

Track brokerage net income- this workflow would be set up in cases that the brokerage does not want to track the agents commission through Quickbooks. For example, if your agents are paid via check at closing and the brokerage doesn't see those funds, you may choose to only track the brokerage net income. 

Workflow options for tracking the Net Income-
You can track the Net Income via invoice or sales receipt.
​Track brokerage net income via invoice will create an invoice in Quickbooks for the Net amount to the brokerage.
​Track brokerage net income via sales receipt will create a sales receipt for the net income to the brokerage. 

Track Agent Billings and Payments- These would be for agent monthly, one-time invoice, quarterly, bi-annual and annual billing items.  

When a bill in CORE Back Office is marked as paid, a payment in QuickBooks will be created.
When your billing items are synced in from agents they will have a customer account name created automatically in Quickbooks. 

Additional Information-
Mapping Fees in to Quickbooks
All your fees (credits and debits) will sync into Quickbooks from your disbursements. You will need to set up a chart of accounts for each fee item you have on your disbursements. For example, if you have a franchise fee and a transaction fee deducted on your disbursements, you will need to set up a franchise fee chart of accounts and a transaction fee chart of accounts in Quickbooks. Make sure the names used in CORE Back Office match the exact name of the account in QuickBooks. This way each item on the disbursement will map to the correct chart of accounts. 

QuickBooks Vendors and Customers
In QuickBooks, vendors are used for agent commission expenses (when you pay an agent) and customers are used for agent billings (when an agent pays you).
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The integration will automatically create new vendors and/or customers in QB when syncing over data if it doesn't find a match for that agents name. For example, if you are syncing a transaction for agent Joseph Maxwell, the system will look in QB to see if there is an existing vendor named Joseph Maxwell, and if not, it will create a new vendor record for that agent. If it does find a match, it will use that existing vendor record for tracking this agent commission payment. Same concept applies for customers except it will check for an existing customer record in QB before creating a new one if it doesn't find a match. 

QuickBooks doesn't allow the same name to be used to a customer and a vendor, so at times you may see a vendor created as Firstname Lastname (Vendor), and a customer created as Firstname Lastname (Customer). This is to allow you to have an agent as both a customer and a vendor in QuickBooks, by varying the way they are created using the (Vendor) or (Customer) addition to keep them unique.