Accounting Integration
Policy Balance Hub for QuickBooks
Works alongside QuickBooks — CSV in and out, no API connection
QuickBooks is good at general ledger accounting and bad at matching carrier commission statements to policies. Policy Balance Hub fills that gap: reconciliation happens here, and clean data leaves as CSV or Excel for you to post in QuickBooks. There is no QuickBooks API connection — data moves as files, in both directions.
Plan availability: Importing and exporting work on every paid plan. The trust-account ledger and the reconciliation, aging and commission reports are on Professional and up.
What the integration does
- Reconcile carrier statements outside QuickBooks, then post clean entries yourself
- Export commissions, transactions and trust-account activity as CSV/Excel for QuickBooks entry
- Track per-carrier commissions without adding accounts to your chart of accounts
- Keep client trust funds tracked separately from operating accounts in a fiduciary ledger (Professional and up)
- Seed your reconciliation history by importing historical commission and deposit data from a QuickBooks CSV export
Why agencies use it
- Stop forcing QuickBooks to do insurance accounting it was not designed for
- Hand your CPA a clean, auditable reconciliation every month
- Cut the manual journal-entry work premium reconciliation creates
What it does not do
Stated up front rather than discovered later.
- There is no QuickBooks API connection, in either direction. Nothing is pushed to QuickBooks and nothing is pulled from it — you move CSV files.
- No journal entries are created in QuickBooks for you. The export is data for you or your bookkeeper to post.
- There is no Xero connection either, and none is in the product today.
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.
- Is there a QuickBooks Online connection?
- No. Data moves between the two as CSV or Excel files, which you export from one and import into the other. We would rather say that plainly than describe a file export as an integration.
- Can I import existing QuickBooks data?
- Yes, via CSV export from QuickBooks — historical commission and deposit data can seed your reconciliation history. Once seeded, the workflow runs the other direction: reconcile in Policy Balance Hub, export for 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 (up to 100 policies, 3 users). No credit card required.