ARTICLE FOR USERS IN THE USA WITH QUICKBOOKS INTEGRATION

There is a powerful TWO-WAY integration between Quickbooks and BriteBiz, which allows you to seamlessly manage your accounts and payments in your BriteBiz while automatically updating your Quickbooks account.

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 video

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 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 "Sycn with Quickbooks" button in BriteBiz invoice.

Step 3 - Recording Payments

8.00 - Link between Brite and Quickbooks Invoice

8.30 - Summary of entries between Brite and Quickbooks

Part 3 - Importing Invoices & Payments Already in Quickbooks - All Users 📺

This video is very important during the ONBOARDING PROCESS. It shows you how to IMPORT INVOICES AND PAYMENTS that have already been setup in Quickbooks.

3-Minute Video

RECOMMENDED ACTIONS

We recommend that all account users manage the integration in the format below.

All invoices, products and payments should be created in your BriteApp, and you manage your bank reconciliation in Quickbooks (which updates your BriteApp).

There are 5 primary entries.

ACTION BRITE	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 Brite (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 your BriteApp. However, if edits are done in Quickbooks, our super Two-Way integration has you covered and your BriteApp is updated as follows.

ACTION QUICKBOOKS	ACTION BRITE
Invoice Edited in QB ➜➜➜➜	Go to the corresponding invoice in Brite 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 Brite immediately.
Create New Product in QB ➜➜➜➜	✅No action is required. Updates Brite immediately.