How to add sales commission tracking in QuickBooks

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

This is a challenge that many businesses face when handling payout for their QuickBooks reps as commission tracking software is not currently offered by QuickBooks.

There are, however, many workarounds you can use to give your QuickBooks reps the sales commission they deserve.

Here’s a common scenario many businesses face: how to track QuickBooks sales commissions on specific items, excluding any associated tax or shipping fees on an invoice.

In order to calculate this payout, you 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 report.

Sounds tedious, right?

Well, this is the reality of how to add commission in QuickBooks.

In many cases, businesses manually calculate commissions with pen and paper or track numbers on spreadsheets in order to complete payout for their QuickBooks rep. 

How to calculate commissions in QuickBooks — Simplified

Given the multi-faceted nature of QuickBooks commissions, a ‘one-size-fits-all’ commission 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 to add commission in QuickBooks with Method:CRM

With Method:CRM, you can save hours by creating a fully customized commission calculator to automate your specific sales process.

This process can be carried out on your own or by Method’s CRM customization services team, depending on the complexity of your commission structure.

Laptop screen displaying custom commission calculator in Method:CRM

What does the QuickBooks sales commission calculator look like?

The QuickBooks commission calculator 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
  • Reports specifically for your sales team
  • Any other functions your QuickBooks reps need

An added bonus is that Method:CRM integrates seamlessly with QuickBooks. This means Method automatically pulls sales and customer information from QuickBooks to make the commission calculation process easier.

Commission report next to computer monitor displaying custom commission calculator in Method:CRM

How do I get started?

First, make sure you’ve integrated your QuickBooks sales data with Method:CRM.

If you don’t have a Method account, you can start a free 30-day trial. During your trial, check out Method’s other sales features, including lead management, customer management, and custom reporting.

Once you’ve synced your QuickBooks account with Method:CRM, chat with our customization team and share what you are looking for in a sales commission calculator. You’ll receive 1 free hour of customization services to help you get started!

Simplify QuickBooks commission tracking once and for all with a free trial of Method:CRM — the #1 rated QuickBooks CRM.

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