To send Agent commissions via bills, follow the steps below.

Select 'Send Agent Commission via Bills'.

Click 'Use This Template'.

Verify you are logged into the correct QuickBooks account.

Click Save. You will be directed to the configuration page. On this page:

  • Bypass the 'Sync all item on first run' option

  • Bill date: Select one of the following. (1) QuickBooks default will default the date in QuickBooks to the day you are syncing the information. (2) Close date in CORE Back Office will use the close date in CORE Back Office in the transaction. (3) Demand date will create the bill date off of the demand date in CORE Back Office.

  • Due date: (Using the same option as the Bill date will keep the dates consistent in Quickbooks) Select one of the following. (1) QuickBooks default will default the date in QuickBooks to the day you are syncing the information. (2) Close date in CORE Back Office will use the close date in CORE Back Office in the transaction.

  • Expense account: Select the expense account in QuickBooks that your bill will be created under.

Click Apply.

Once you have selected your expense account, then you will click Apply and Apply under the edit workflow.

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.

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