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To record a payment received from and agent/customer, please follow the steps below:   Login to QuickBooks. On the left-side menu, hover over Sales and s...

For a referral off the top: Once you have your initial part of the deal set up and have your agent added, you will need to subtract the amount going to the ...

  If you forgot to charge the agent a fee or maybe overcharged the agent and they already received/deposited their first payment:

Start by selecting “Offices” from the upper navigation window. Click the green “Go” button. Find the office you would like to process the billing for and hi...

For a referral off the top: Once you have your initial part of the deal set up and have your agent added, you will need to subtract the amount going to the ...

Login to your QuickBooks file. In the upper right-hand corner, click the gear symbol and select “Recurring Transactions” To the right of the vend...

Login to your QuickBooks file. In the upper right-hand corner, click the gear symbol and select “Recurring Transactions” Click the green “New” bu...

  Issuing Agent Statements (Note: If you have bundled items they will not show as bundled on the statement) Once you have created your invoices in Broker....

Hover over "Sales" on the left-side menu, and select "All Sales"     Click "Filter" and set the type to "Invoices&qu...

Generating the Broker.EZ 1099 Report  Select “Offices” from the upper-navigation menu and then highlight the office (they will turn blue) that you woul...