Intuit commissions manager
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Intuit commissions manager






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Intuit commissions manager Presentation Transcript

  • 1. Intuit Commissions Manager
  • 2. Introduction
    • Intuit Commissions Manager
      • is a quick, flexible and easy way for QuickBooks users to manage commissions for their sales reps
      • it is developed for QuickBooks Pro, Premier, and ES 2011.
      • is a web application that lets you manage commissions for your sales reps on your QuickBooks invoices.
      • all you have to do is just enter commission details for an invoice, flag it as ready to pay, and once you pay the commission, mark it as paid.
  • 3. Main Topic
    • Intuit Commissions Manager
      • One of the biggest issues for group and life brokers is trying to track down missing commissions. It's difficult and it's time consuming.
      • is just one of the Intuit QuickBooks Connect services you can use with your QuickBooks company file—wherever you are—to create and access business-critical QuickBooks data, including estimates, invoices, customer data, and more.
    • Benefits and Features
      • Review new invoices
      • Keep track of commissions payable
      • Reference paid commissions
      • Sales Rep View (requires upgrade)
      • Admin View
  • 4. Business Types who will be needing this
    • Intuit Commissions Manager is designed for businesses that need to calculate sales commissions. It integrates with QuickBooks and helps save you time by using existing invoices to cut down on data entry.
  • 5. What Quickbooks features and services can be used with it
    • Review new invoices
      • View all of your new invoices per sales rep
      • Filter paid vs. unpaid invoices to only see and pay the invoices you care about
      • View each invoice’s details and apply commissions on a sales rep, invoice or line item level
      • Set certain items like sales tax and shipping to 0% to make them non-commissionable
    • Keep track of commissions payable
      • Move your invoices to “Ready to Pay” once you have set their commissions to quickly see how much commission you owe your sales reps
      • • Easily keep track of this fluctuating payable to better manage your cash flow before payday
  • 6.
    • Reference paid commissions
      • Move your invoices to Paid History once you have paid them to keep track of past commissions paid
      • All invoices moved to Paid History will be grouped into “paychecks” by the date they were moved to Paid History so you can easily keep track of past commissions payments
      • View paycheck, invoice and even invoice details for each paid invoice
      • Print a PDF summary or details for each paycheck to include with your pay stub to your sales reps
    • Sales Rep View (requires upgrade)
      • Sales reps can only view their own data, and cannot edit anything so you control the commissions
      • Save time debating commissions at the end of the pay period as your sales reps can easily keep track of their sales and commissions throughout the pay period
      • Get paid faster -when your sales reps see they could be earning more commissions by getting your customers to pay you faster.
    • Sales Rep View (requires upgrade)
      • By upgrading to more users you can invite multiple admins to keep track of and calculate commissions