Automate Sales Commission Calculations For QuickBooks Desktop


Still on QuickBooks Desktop and haven't moved to QuickBooks Online? You don't have to rebuild commission spreadsheets by hand every payout cycle. Sales Cookie syncs with your QuickBooks Desktop data and calculates commissions automatically - accurately and on time.

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QuickBooks Desktop Wasn't Built To Calculate Sales Commissions

QuickBooks Desktop is great at accounting. But it has no concept of quotas, tiers, splits, or payout schedules - so most QuickBooks Desktop users end up rebuilding commissions by hand in spreadsheets every month.

4.2 %

Percentage of payouts later identified as overpayments


23 hrs

Administration time spent per month on repetitive tasks


62 %

Representatives using shadow accounting to verify payouts




Commission Automation For QuickBooks Desktop

Ready to become your sales team's hero? Sales Cookie is a powerful sales commission management solution for SMBs. Our cloud-based solution makes it easy to design and manage sales incentive plans - even very complex ones. Every sales representative gets a personalized dashboard with their goals, crediting, and rewards. All calculations are fast and accurate so you can pay reps on time. Here is what the admin console and rep dashboards look like.



What Syncs From QuickBooks Desktop

Unlike QuickBooks Online, QuickBooks Desktop isn't cloud-hosted, so we work with you directly to set up a reliable sync process that keeps Sales Cookie current with your data. Choose exactly which record types to sync, and filter what's used for commissions inside Sales Cookie. Every document type below syncs down to the line-item level.

Sales Documents

  •   Invoices
  •   Sales Receipts
  •   Sales Orders
  •   Estimates

Credits & Payments

  •   Payments
  •   Credit Memos
  •   Refund Receipts

Purchasing

  •   Purchase Orders

Line-Item Detail

  •   Every document above syncs with its line items

Frequently Asked Questions

How Does The Integration Work?

QuickBooks Desktop isn't cloud-hosted like QuickBooks Online, so our team will help you set up the right sync process for your setup during onboarding. Once configured, records stay current automatically so all calculations use up-to-date data.

Which Records Will Sync From QuickBooks Desktop?

You can choose which records to sync (invoices, sales receipts, sales orders, estimates, payments, credit memos, refund receipts, and purchase orders). Also you can filter records within Sales Cookie.

Is Any Coding Required For The Integration?

Coding is NOT required because we offer native integration with QuickBooks Desktop, including Pro and Enterprise editions.

Do You Support QuickBooks Online?

We also support QuickBooks Online natively - check our list of integrations!


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