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QuickBooks Export
How to export closed-transaction commission income and payouts from BrokerChamp into QuickBooks, including reconciliation checks and the export history log.
Updated August 18, 2026
Where to Find It: Admin Tools in the left sidebar, or press / for Search, then Reports and Accounting under Deals & Compensation. On the reports hub open the Accounting Exports menu and pick QuickBooks Online (CSV) or QuickBooks Desktop (IIF). Both open the same page, headed Export to QuickBooks.
Who can run it: any administrator can open the reporting hub. The Search shortcut to Reports and Accounting appears for admins with the Transactions capability (that is the checkbox name on Admin Roles), and Primary Admin includes it.
Map Your Accounts First
Until the account mapping is saved, this page shows a warning instead of an export and points you at Account setup, which is Settings and Features, QuickBooks. It is a one time job. Account setup and How to import both sit in the top right of the page for later.
Running the Export
Step 1: Set Year and Month (Month has an All months option) and Closings to include: Sales & Leases, Sales only, or Leases only. The quick links Last month, This quarter, Year to date and Last year fill the filters for you. Refresh reloads the figures.
Step 2: Read the totals check. "Totals check passed" means these numbers match your Transaction Report for the same period. "Totals check failed" means they do not, and the download buttons stay disabled. Contact support rather than exporting anyway.
Step 3: Read the notices under it. Closings still pending in the period are counted and excluded, and closings marked Closed with no closing date are called out so you can fix them in Transaction Manager first.
Step 4: Download for QuickBooks Online gives you a CSV. Download for QuickBooks Desktop gives you an IIF. Download Agent List for QuickBooks gives your bookkeeper the vendor list to import once, so agent payouts land on the right names.
Note: The four tiles above the buttons are Closings, Total Compensation Earned, Agent Payouts and Brokerage Net Retained for the selected period. Recent exports at the bottom records what was pulled and when, which stops two people exporting the same month twice.
Warning: This export covers commission income and payouts from closed transactions. Monthly agent fees, desk fees and separately billed E&O premiums are not in it, and neither is escrow or trust activity. Those still have to reach QuickBooks another way.
Tip: If the download buttons are greyed out, it is the totals check or a data problem listed on the page, not a permission. Fix what the page is telling you and the buttons come back.
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