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[BrokerSumo] How to Track Earnest Money Deposit via Deposits in QuickBooks Online

Updated over 10 months ago

The workflow creates a deposit in QuickBooks Online based on the Earnest Money Deposit amount in BrokerSumo.

The transaction's memo field filled in with the description field.

The Customer field in Quickbooks is filled in with the value of the "From Whom Received or To Whom Paid" field each time by default.

The workflow runs on demand when data is posted by BrokerSumo. After synchronization in Quickbooks Web Connector the data will be posted to QuickBooks. Deleting records in BrokerSumo does not delete the created deposits in QuickBooks.

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