Before any syncing can occur, your account must be connected to QuickBooks Online.

Authorized with QuickBooks
This indicates that Breezy is successfully connected and can send data to your QuickBooks company.
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If you have not connected yet, please refer to this article to learn how to connect
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If needed, you can disconnect and reconnect by clicking Manage Connection.

These settings control when Breezy automatically syncs financial data to QuickBooks Online.
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There are three settings that determine when the invoice itself is sent to QuickBooks.
You should enable only one of these to avoid duplicate syncs or conflicts in QuickBooks.
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Syncs invoices to QuickBooks as soon as they are issued in Breezy.
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Syncs invoices each time a payment is recorded.
This option is best for workflows using deposits, split payments, or progress billing.
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Syncs invoices only after the final payment is collected.

QuickBooks does not automatically override or merge invoice updates if multiple sync triggers fire at different times.
If more than one is turned on, the same invoice may sync:

This causes:

If only “Auto Sync Invoices on Payment” is enabled:

✔ Breezy will sync the invoice the moment the first payment is applied
✔ Subsequent payments update the same invoice in QuickBooks
✔ No duplicates or conflicting changes occur

This is the only flow where “update/override on payment” works reliably.

The options below do not conflict with invoice syncing and can be turned on together:

Syncs payment records into QuickBooks but does not send invoices.
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Syncs Breezy Payments’ payout deposits to your bank account in QuickBooks.
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Only triggers when an invoice is voided — safe to combine with any setup.
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Allows QuickBooks to calculate tax instead of Breezy.
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Formats discounts in a way QuickBooks can properly report and track.

These settings work independently and do not affect when invoices sync.

These settings determine which Income Account in QuickBooks will be used for each type of Pricebook item.
If a Pricebook item does not have its own mapping, Breezy applies these defaults.
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Used when no other income account is configured.
Applies to ad-hoc items or items missing specific mappings.
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Used for equipment items such as AC units, furnaces, and heat pumps.
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Used for service-based items such as tune-ups, repairs, and maintenance tasks.
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Used for materials such as filters, capacitors, refrigerant, and installation parts.
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Used for labor-related items such as hourly charges or technician labor line items.
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Used for recurring charges such as service agreement fees or membership plans.

These mappings ensure revenue from different item types is correctly categorized in QuickBooks.

These settings control how Breezy syncs payouts, processing fees, and refunds from Breezy Payments into QuickBooks.
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Select the bank account where Breezy Payments deposits funds.
This is used for syncing daily or scheduled payout deposits.
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Processing fees (discount fees, transaction fees) are recorded in this QuickBooks Expense account.
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Refunds issued through Breezy Payments are recorded as negative income in this account.
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A temporary “clearing” account used to track the movement of funds before payouts deposit into your bank.
This helps ensure accurate reconciliation in QuickBooks.

✓ Enable Auto Sync Payouts to simplify reconciliation.
✓ Use accurate income accounts that match your accounting structure.
✓ If you operate in multiple tax jurisdictions, enable Dynamic Tax Rate Calculation.
✓ Review mappings with your accountant to ensure proper reporting.
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❓ Need Assistance?

If you're unsure which settings fit your workflow, reach out to our support team—we’d be happy to help configure your integration.