Transcript
Transcript
0:00 Hello and welcome to Breezy. In this video we're going to be looking at the QuickBooks Online integration with Breezy. Now this is only for QuickBooks Online just to be clear.
0:09 So if you are on QuickBooks Desktop that has not at this time been integrated with Breezy yet. They are two different systems that function differently.
0:16 So want to make sure that you are on QuickBooks Online in order to take advantage of this integration. Once you arrive on the left hand side at your settings and then your QuickBooks under integrations.
0:28 After you have arrived here you'll notice if you have not synced your QuickBooks yet there will be a button right here, a green button that allows you to authorize Breezy to access your QuickBooks information that will walk you through those steps.
0:40 Very simple, very straightforward. Just sign in right there and then you'll be set up and then you've got some settings here to control some things of how this integration works.
0:48 So the first one in which we definitely recommend you have this checked is this will auto-sync invoices when they are fully paid.
0:54 So that means when Breezy recognizes that an invoice is fully paid, it then automatically sends a PIN over to QuickBooks to communicate that invoice, the amounts, all the information that QuickBooks needs from it, it sends over automatically when that invoice is fully paid.
1:08 That saves you from having to go through and do a lot of manual stuff on that. So we definitely recommend having this uh turn on for the best uh the best experience you can have with the QuickBooks Online integration.
1:20 As you scroll down, you'll notice you have the opportunity to spend uh to set up, excuse me, default accounts for QuickBooks accounts for certain items within Breezy to correspond to.
1:31 This happens both on InDesign and Income accounts and on Payout accounts. So I won't go through all of this in this video because they all have these handy uh tooltips right here to help you understand what's going on with them.
1:42 And you can see right here, in this case, this is the default slash fallback income account. So that means I'm You can assign things differently manually, but by default, then your income will go into what account in QuickBooks.
2:00 Or by default, an equipment item will go into, or income will come from an equipment item, will go into which account by default.
2:08 Same with service, maintenance, labor, and maintenance. Uh, material, excuse me, and maintenance. So what this is saying, and this is just giving you a chance to, uh, assign the default for each one of these kinds of income.
2:20 This is overall income. And this is specific kinds of income. This just helps you define where you want those accounts to fall, in case you separate them out from each other, uh, within your QuickBooks account.
2:30 Now down here, same concept, but for payout. So, if you're paying out a deposit, do you want that to go into your specific bank account?
2:39 So, as you receive funds from Breezy, uh, for the transactions that have taken place here, what account do you want that to go into by default?
2:49 Then this is going to say, out of your expense accounts, in which in QuickBooks, which one do you want the payout fees to go to?
2:56 Now, this is one I will explain here for just a second. The payout fees refer to, um, anytime you have essentially some kind of processing fee or something along those lines.
3:06 There's going to be a mild, you know, industry standard. fee apply to that processing uh when you charge a credit card or something that say it's 3% maybe, whatever it may be.
3:15 If it is 3% then that fee, that 3% fee of that job is something that is going to be able to be recognized as assigned to a specific.
3:25 specific. So that you can count for the fact that you know how to money you're going to see in breezy is going to be a little bit different than the money that hits your bank account because of that payout fee.
3:35 So this allows you to count for that in your quick books. Other than that I think the rest of this again is pretty straightforward uh and.
3:41 Pretty self-explanatory. So moving on from here this is the setting side of it where you actually see it in action in the app is for one example we can hop over to invoices.
3:52 As you see here you've got on the right. My hand column this uh QBO column with the QuickBooks Bubbles here.
3:58 Now if you don't see that it's good sign that you may not have your QuickBooks set up yet. So make sure you get that set up.
4:05 But once it is set up you'll be able to see this. Most of your, Invoices are going to have this bubble here where it looks grayed out and has a blue check mark.
4:14 That means it is synced. Now I've got a lot of unsinked invoices because I just set this up just before I jumped on the call.
4:20 This is a great example of why you want to have that auto-sync check box checked. Because if I had had- then as these invoices were coming in they would already be doing this all in their own.
4:30 But the good news is if something comes in doesn't sync for some reason or maybe it's not fully paid yet but it's partially paid.
4:35 You want to make sure that it syncs over. Whatever may be happening. You can cause it to sync manually simply by- click clicking on that button right there.
4:44 It's going to take a second to load. You'll see it happening in real time and then it's going to switch over and now it's grayed out.
4:49 You also can force this again by clicking once more on an already gray out bubble. Just in case something happens.
4:56 See, this gives you an invitation. Do you want to overwrite? It's saying we recognize this has already been paid in fall.
5:03 Do you want to override that? There could be a wide variety of reasons for that but. This is how you do that in case you wish to override that previous sync with a new sync.
5:11 And you can go on down and do that. You also have the ability with this little filter here to filter your invoices based on whether they are synced or out of sync with your QuickBooks account.
5:22 And that allows you, in case you maybe have a few on your whole thing that haven't been synced for some reason, you can find that, check it out, and you can cause those to manually sync here if you would wish.
5:31 You'll also see the same kinds of things in your payment section, in your payout section, and in your bookkeeping section.
5:38 Again, you'll see the same things over here, you'll notice those two bubbles for the ones we've already synced manually. And again, once you have QuickBooks online integration set up, and you have that check marks checked, then they will automatically sync every time they are paid in full, and you won't
5:53 see so many of these bubbles on the right. So this has been how to use the QuickBooks online integration with Breezy.
5:59 I hope this has been helpful. Please visit the Help Center for more content and reach out to our team if you have any questions that were answered here.
6:05 Thank you and have a great day.