BriteBiz has a powerful two-way integration with Xero and QuickBooks, but the correct steps must be followed to ensure it works correctly.
RULE: Raise invoices and payments in BriteBiz (not Xero or QuickBooks).
To ensure that both systems are linked and in sync, all invoices should be raised in BriteBiz - this links BriteBiz and Sero/QuickBooks together. You just reconcile payments in Xero/QuickBooks.
If you have incorrectly raised invoices in Xero/QuickBooks, they are not linked to BriteBiz. You have the following two options to rectify.
Delete: You can delete the invoice in Xero/QuickBooks - and raise it again in BriteBiz so that both systems are in sync. If you have reconciled a payment to it already, you would need to unreconcile first, and then reconcile to the new invoice.
Negative Product: The easiest option, and if you want BriteBiz to look correct on the admin side and client portal, you could just add a negative product like
Description eg - Payment on Inv 1234 Received Neg Amt ($/£2,000)".
This negative product line item will mean the total is correct. The payment will
show in the product section, not the payments section.
Further details on the BriteBiz accounting integration for invoices and payments are as follows.
Xero Here
QuickBooks US Here
QuickBooks International Here
These articles again highlight that all Invoices and Payments should be raised in BriteBiz, and you just reconcile them in the accounting platform.