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What is the best way to track sales commissions in QuickBooks?

This is a challenge that many businesses face when handling payout for their sales teams.

Currently, QuickBooks does not offer any complete solution in calculating and tracking commissions. Of course, there are many workarounds that allow you to process these numbers – to an extent.

Here’s a common scenario many businesses face – how to track sales commissions on specific items, excluding any associated tax or shipping fees in an invoice. In order to calculate this payout, one would need to create a class within QuickBooks, then a subclass for every sales rep, manually calculate commissions for every item based on each person, and finally create a commission’s report.

Sound tedious, right?

This is the reality of running commissions. In many cases, businesses are manually calculating with pen and paper or tracking numbers on spreadsheets in order to complete payout for sales teams. 

 

Tracking Commissions with Spreadsheets and Calculator

Tracking sales commissions can be time consuming and stressful.

 

Is there a solution to make the process easier?

Given the multi-faceted nature of commissions, a ‘one-size-fits-all’ calculator does not exist. However, it is possible to condense endless spreadsheets, workarounds in QuickBooks, and time spent with your desktop calculator into one simple click.  

How does this work?

Method:CRM creates a fully customized commissions calculator designed to run for your specific sales needs. This customization process can be performed on your own or by Method’s Customization Services team, depending on the complexity of your commissions structure.

What does the commissions calculator look like?

The app will be unique for every business, depending on your design preferences and end goals. You can include date ranges for running commissions, a search function to check commission amounts by customer invoice, generate reports specifically for sales reps, and any other functions that are required.

Additionally, Method:CRM integrates instantly with QuickBooks and pulls any necessary sales or customer information into the system to help make the commissions calculation process easier.

Learn how custom sales commissions tracking can save hours for your business.

Method:CRM Charts

One click to calculate and generate a sales commissions report

How do I get started?

First, make sure you’ve integrated your QuickBooks sales data with Method:CRM. If you don’t have an account, you can start a free 30-day trial. During your trial, check out Method’s other sales features, which includes lead/opportunity management, custom reporting and customer management for your sales reps.

Once you’ve synced your QuickBooks account, chat with our Customization team and share what you are looking for from a sales commissions application. You’ll receive 1 free hour of customization when you sign up for a trial to help you get started!

QuickBooks Sales CRM

Your Free Trial Includes a Free Demo and 1 Free Hour of Customization.

Learn more about Method’s commissions tracking solutions.

 


Posted by Judy Wu

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