QuickBooks / Sales performance

Overview

Connection managed in QBO

Agent performance

Review Agent Credit-attributed collections and compare individuals or teams.

Payment period

Year, Quarter, and Month are primary filters.

Year Any
Quarter Any
Month Any
Specific dates All dates

Agent comparisons

Select one agent or group several agents under a named comparison.

Attribution rule: only transactions with Agent Credit applied count toward agent performance.

Agent performance

0 credited transactions
Open Overview to load Agent Credit reporting.

Transactions

Live QBO collection allocations reconciled in the Sales Agent Performance table.

0 transactions
0 selected
Open Transactions to load dataRecords are read directly from Teable.

Sync transactions

Choose a company and calendar period to reconcile QuickBooks collections with Teable.

Eligible data: customers selected in the configuration below.
Select companies
Choose a calendar period.
Custom date range Optional

Companies & customers

Manage QuickBooks connections and customer eligibility.

Loading customer settingsRetrieving the saved selection.

Add QuickBooks company

Store a company-specific QuickBooks app configuration, then connect it securely.

This redirect URI must be registered in Intuit and routed to this Worker.

Credit selected transactions

Choose a Sales Agent to link to the selected rows.

Edit transaction

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