BriteBiz.com

Edward Cooper

Billing your client, requesting a payment and any financial how to's.

Products, Payments and Financial 

Learn everything you need to know to setup products, financial and payments.

USA Accounts

International Non-USA Accounts

Learn how to use the payments tab and the credit control features.

Credit Control (All Users)

Setting up BriteBiz with no Accounting Integration 

OPTION 1: NO Accounting Integration

Everything you need to know about setting up products, financial and payments and managing your Quickbooks integration.

USA - Accounts with QuickBooks Integration

International (Non USA) Accounts with Quickbooks Integration

In short, you can integrate all cloud versions, not desktop versions.

What versions of QuickBooks can I integrate?

Setting up BriteBiz with a Quickbooks Integration 

OPTION 2: Quickbooks Integration

Everything you need to know about setting up and managing your Xero Integration.

1. Integration Setup (Admin Users)

All you need to know to mange products, payments and invoicing in a booking.

2. Managing Bookings (All Users)

How to import invoices and payments from current bookings when using Xero.

3. Importing Current Bookings (All Users)

4. Credit Control (All Users)

The flow of transactions is explained here in plain English. Your accountant may want to read this.

5. FAQ Accounting Process Explained (Accountants Only)

Setting up BriteBiz with a Xero Integration 

OPTION 3: Xero Integration 

What to do if your Quickbooks or Xero accounting integration stops working/disconnects.

My Quickbooks or Xero Accounting Integration Has Disconnected?

How do I delete an invoice?

I accidentally deleted a payment in Xero/Quickbooks that was raised in BriteBiz. What do I do?

Learn how to import invoices and payments from Xero to your account

How Do I Import Invoices & Payments From Xero?

Learn how to keep your Account and Xero/QuickBooks payments perfectly in sync.

Why can I not see a payment on an invoice in my BriteBiz account but I can see it in Xero or QuickBooks?

How to use Company Information instead of Personal information on your Xero & Quickbooks payments & invoices.

Setting Up Company/Corprate Payments & Invoices in Xero & Quickbooks

What to do if your invoices don't show a trash can icon.

Xero users - Why do invoices sometimes have no trash can/delete icon?

Should I Choose Xero or QuickBooks?

All invoices and payments should be raised in BriteBiz

Incorrectly Raised Invoice In Xero or QuickBooks First - Not BriteBiz

FAQ's Quickbooks & Xero Integration

Find answers and get help from Intercom Support and Community Experts

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