Sharing and Exporting Deals
Once a deal is confirmed, SplitRE gives you a few ways to get its numbers out to an agent or into your books, all from the same row of icons on the deal's row or drawer on Deals.
Emailing an agent their breakdown
Confirming a deal (see Entering and Managing Deals) automatically emails the agent their commission breakdown. You don't need to do anything extra for this. To resend it, click the email icon in the deal's action row.
Downloading a PDF or copying a share link
Click the print icon to open a printable breakdown in a new tab (brokerage name, deal address, confirmation date, agent name, and the full commission numbers), then use Download PDF to save it via your browser's print dialog.
Click the share icon to copy a link to that same breakdown straight to your clipboard. Anyone with the link can open it without a SplitRE login, so it's a good way to send an agent their numbers directly, or to paste into an email or text yourself. The link is a long random token, not a guessable deal number, so only someone you send it to can view that one deal.
Exporting confirmed deals for QuickBooks
To pull a batch of deals into your accounting software:
- On Deals, select the confirmed deals you want (voided deals can't be selected).
- Click Export CSV for QuickBooks.
This downloads a CSV formatted for QuickBooks import, with columns for date, address (split into street/city/state/zip), agent, share %, sale price, commission %, GCI, agent net, broker net, and pre-written QBO invoice/bill descriptions. It only includes the deals you selected. For a full data dump of everything in your brokerage, see Exporting Your Brokerage Data instead.
A deal credited to more than one agent (see Entering and Managing Deals) exports as one row per agent. Each row carries that agent's share %, their share of the deal's gross commission income, their agent net, and their broker net, so the rows still add up to the deal's totals, and each agent posts to your books as their own line.
For help setting up your QuickBooks Online chart of accounts to receive this export correctly (income accounts, agent vendor records, 1099 tracking), see QuickBooks Online for Real Estate Brokerages: A Practical Setup Guide.