Integration
Send clean finance data to QuickBooks.
Export approved commissions, payouts, expenses, and referrals as a clean file for QuickBooks. The broker controls it, and agents don't see brokerage finances.
BrokerDrive gives you a one-way file you can import into QuickBooks: commissions, payouts, expenses, mileage, and referral fees. The broker controls the export. Agents never see the brokerage's cut or its internal finances. A direct connection is planned.
Approved payout
Worksheet
BrokerDrive
Your brokerage hub
QuickBooks
CSV import
How it connects
Approved BrokerDrive finance records to QuickBooks, through a file you download.
Into BrokerDrive
- Nothing — export only (direct connection planned)
Out of BrokerDrive
- Commission worksheets
- Payouts
- Expenses and mileage
- Referral fees
- Sync direction
- One-way (you download a file)
- Sync frequency
- When you want it (broker starts it)
- Who manages credentials
- Tenant-managed
- Required plan
- Brokerage and up
Setup steps
- 1Broker approves the finance records to export
- 2Download the file, formatted for QuickBooks
- 3Import it into QuickBooks
Security & access
- The broker controls the finance export
- Agents do not see the brokerage's cut or its internal finances
- Every export is logged
BrokerDrive keeps the work in BrokerDrive. This connection cuts double entry and keeps records up to date across leads, listings, transactions, compliance, finance, and reporting.
Frequently asked questions
- Does BrokerDrive connect to QuickBooks directly?
- Not yet. Today it's a one-way file the broker controls (commissions, payouts, expenses, mileage, referrals). A direct connection is planned.
Connect it without losing the workflow.
Start a trial, or get a walkthrough of how this fits your brokerage.