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Showing articles from Brokermint tag

Boldtrail Backoffice > QuickBooks Online Commissions Workflow - Syncing Bills

When syncing Expense objects, you are able to create Bills inside of QuickBooks Online based on Transactions in Boldtrail Backoffice. Link to Workflow Configurator documentation . Functionality Whenever a Transaction is created or updated in QuickBooks Online, our Workflow will check to see if it passes the Bold…

Boldtrail Backoffice > QuickBooks Online Commissions Workflow Configurator

Overview The Boldtrail Backoffice > QuickBooks Online Workflow syncs data between Boldtrail Backoffice Transactions when they are created or updated to a QuickBooks Online object of your choice. This page details all possible configuration options for this Workflow. For a breakdown of what the Workflow creates and h…

Dotloop to Boldtrail Backoffice Integration

Dotloop to Boldtrail Backoffice Integration With the integration between dotloop and Boldtrail Backoffice, you can combine two of the most powerful transaction management tools into one seamless machine. Connect dotloop to Boldtrail Backoffice, and your agents can get the transaction rolling with a loop that your te…

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