Part 1 - Setup Video - Admin Users Only
This is for Admin users only and explains the setup requirements in your BriteApp settings section.
8-Minute setup video (Admin Only)
Key Topics Covered
0.28 - Setting Up The QuickBooks Integration
2.40 - Setting Up Categories
3.40 - Setting Up Products
5.00 - Setting up Payment Plans
7.20 - Financial Email Templates
Part 2 - Managing Bookings (All Users)
This video is for all users and shows how to manage Products, Financial and Payments in a booking.
Step 1 - Adding Products
Step 2 - Raising An Invoice
Note - You can add more than one invoice on any one booking by choosing different products on each invoice. BriteBiz will not allow you to choose the same product on multiple invoices.
Note - All BriteBiz edits will be updated in QuickBooks immediately. All edits in QuickBooks, including reconciliations, will be updated overnight. To manually pull in edits, click on the "Sync with QuickBooks" button in the BriteBiz invoice.
Step 3 - Recording Payments
8.00 - Link between Brite and QuickBooks Invoice
8.30 - Summary of entries between Brite and QuickBooks
Step 4 - Importing Invoices & Payments Already in QuickBooks
This video is very important during the ONBOARDING PROCESS. It shows you how to IMPORT INVOICES AND PAYMENTS that have already been set up in QuickBooks.
3-Minute Video
Step 5 - Understanding the integration
We recommend that all account users manage the integration in the format below.
The Rule - All invoices, products, and payments should be created in BriteBiz, and you manage your bank reconciliation in QuickBooks (which updates BriteBiz).
Video in Text Format
ACTION BRITEBIZ | ACTION QUICKBOOKS (QB) |
Create Payment ➜➜➜➜ | ✅ Immediately creates the payment in QB |
Create Invoice ➜➜➜➜ | ✅ Immediately creates the invoice in QB |
Create New Product ➜➜➜➜ | ✅ Immediately creates a new product in QB |
✅ Automatically Updates Brite (2-3 Minutes) | ⟸⟸⟸ Record Payment On Invoice in QB |
✅ Automatically Reconciles in BriteBiz (this is a sync that is done overnight). Payments not reconciled have a red icon.
 | ⟸⟸⟸ Payment Reconciled in QB |
What To Do If Edits Are Made In Quickbooks?
Again, we recommend that all edits to invoices and payments are done in BriteBiz. However, if edits are done in Quickbooks, our super Two-Way integration has you covered and BriteBiz is updated as follows.
ACTION QUICKBOOKS | ACTION BRITEBIZ |
Invoice Edited in QB ➜➜➜➜ | Go to the corresponding invoice in BriteBiz and click on the sync with Quickbooks button.
 You will find this button on the bottom left of the invoice. |
Payment Edited in QB ➜➜➜➜ | ✅No action is required. Updates BriteBiz immediately. |
Create New Product in QB ➜➜➜➜ | ✅No action is required. Updates BriteBiz immediately. |