QuickBooks integration can only be added to markets by Appulate's team.
If your market has QuickBooks integration, your market's users can export policy transaction data to QuickBooks from Policy > Commissions page.
Configuration
Your company's admins can configure mapping with QuickBooks in Settings > QuickBooks Integration. These values will be included in the invoices and bills created in QuickBooks after a policy transaction is exported.
Export
You can export transaction data from a policy's Commissions page. You have to assign an agency in the Agency field to proceed.
You can choose between exporting the Full payment or In installments.
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The exportable data depends on the Billing plan:
- If the plan is Direct bill, you can export Agency invoice, Insurance market invoice, and Agency bill.
- If the plan is Agency bill, you can export Agency invoice and Insurance market bill.
The plan used by the market that issued the policy will be selected by default. However, you can change it to the plan used by your company in the Billing plan field on the Commissions page.
Tip: The status next to a field (Not exported, Exporting, Exported) will indicate the point you're at with exporting. You can hover over the Exported fields to view the timestamp and QuickBooks invoice or bill number.
When exporting In installments, specify the Down payment, the Down payment date, the Number of installments, and the 1st installment date. Then, click Generate installments. You can reset the generated installments to change some information.
Once ready, click Export. For installments, you can export them individually or click Export all.
1. If you haven't given Appulate access to QuickBooks, a pop-up will appear asking you to sign in to your QuickBooks account.
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2. You'll then need to select a company to which the data will be exported.
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3. The data from the Policy > Commissions page will be exported to QuickBooks. We'll input everything (including the carrier and assigned agency) automatically and create the invoices and bills.