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Accounting Integration
Policy Balance Hub for QuickBooks
QuickBooks is great at general ledger accounting and terrible at matching carrier commission statements to policies. Policy Balance Hub bridges that gap: we handle the reconciliation, you keep using QuickBooks for accounting.
What the integration does
- Reconcile carrier statements outside QuickBooks, then post clean entries
- Export commissions, expenses, and trust-account moves to QuickBooks IIF or CSV
- Track per-carrier and per-producer P&L without polluting your chart of accounts
- Keep client trust funds segregated from operating accounts automatically
- Generate the 1099 detail QuickBooks doesn't produce for insurance commissions
Why agencies use it
- Stop forcing QuickBooks to do insurance accounting it wasn't designed for
- Hand your CPA a clean, auditable reconciliation every month
- Save 10+ hours per week of manual journal-entry work
Frequently asked questions
- Do you replace QuickBooks?
- No. Policy Balance Hub is purpose-built for premium and commission reconciliation — it sits in front of QuickBooks, not on top of it. You keep QuickBooks for general ledger, payroll, and tax reporting.
- Can I import existing QuickBooks data?
- You can import historical commission and deposit data from QuickBooks via CSV export to seed your reconciliation history. Once seeded, the workflow runs the other direction: Policy Balance Hub → QuickBooks.
Ready to stop drowning in spreadsheets?
See how Policy Balance Hub can automate premium reconciliation for your agency. Start the trial in minutes — or request a personalized walkthrough.
14-day free trial. No credit card required.