Breww is integrated with a number of accountancy platforms. All integrations work in roughly the same way and all the information on this page applies to them all, unless otherwise stated.
- QuickBooks Online
- Sage Business Cloud
- Clear Books
- Sage 50 (desktop based)
The first step is to grant Breww access to your account with your provider. When this is first done, nothing will sync initially and you’ll get a chance to configure how you’d like the integration to work before enabling syncing. To connect, navigate to our Settings > Integrations with other software page and then click the
Connect to my accountancy software button.
Next you should see a connect button for each of the different platforms, click on the one you’d like to set up (note Breww can only be linked to a single platform at once and to change platforms, you’ll need to contact us). The next steps vary slightly between the platforms (we redirect you to your provider for you to authorise our access) just follow the steps shown on screen and we’ll be authorised and you’ll be back to Breww in a moment.
|Invoiced orders||Invoices||Orders invoiced in Breww are uploaded. If they are then voided in Breww, they are voided with your provider as well.|
|Credit notes||Credit notes||Credit notes are uploaded.|
|Payments||Payments||Payments are upload, but are also downloaded from your provider when an uploaded invoice is paid.|
|Customers||Customers / Contacts||Customers / contacts can be downloaded, and Breww will update them with your provider when updated in Breww.|
|Inventory receipts||Bills / Purchases||When an Inventory Receipt in Breww has been marked as “Invoiced by Supplier”, this will be uploaded to your accountancy provider as a bill.|
If you have any customers in your accountancy provider already that are the same as existing customers in Breww (or you’d like them in Breww and they’re only in your provider), click the
Map and download customers button, under the
Tools tab. You’ll be presented with a list of your customers in the accountancy software on the left and from the right you can choose the corresponding customer in Breww. You can also choose
DOWNLOAD which will cause the customer to be downloaded from the accountancy provider to Breww and mapped. Make sure you click the
Sync customers button after each page of changes and before navigating to a different page or the customers on the previous page will not be saved.
There is also a helpful
Auto allocation button to get Breww to automatically attempt to map your Breww customers to those in your accountancy provider. We do this with an exact match on the name of the customer.
Download account tables button and choose the accounts that you’d like Breww to be able to use. Once the accounts have been downloaded, you can map your default sales and default bank accounts. If you wish for payments of different methods to go into different accounts in your accountancy provider you can set these in the settings here too. If you don’t, just leave them blank.
For even more fine-grain control, you can also set an account on any customer type in Breww (from the customer type list screen) for their sales to go into (rather than the default). Likewise you can do the same for any product within Breww if you prefer to split sales in this way. Finally there is a config option to configure which account should take precedence in a conflict. If you’re not sure what this all means, don’t worry about these options.
You can configure options surrounding your sync from here, including which types of data should be synced (customers, invoices & payments). We will never download an invoice from your accountancy provider, we’ll only ever upload invoices from Breww to the accountancy provider. For any of “our” invoices, we will sync payments relating to them both ways - so if you add a payment in Breww, we’ll upload it for you and if you add a payment in your accountancy provider we’ll download this back to Breww.
This is the main toggle to set if you’d like Breww to sync with your accountancy provider. This will be disabled by default so you have a chance to map your customers, chart of accounts and configure the service to how you’d like it to work. When you’re ready, simply enable the sync. Once enabled, data will be synced to your accountancy provider in the background. We don’t upload orders to your accountancy provider until they have been invoiced in Breww.
Data should sync within 15 minutes of triggering an update in either platform.
To disconnect simply go to your accountancy settings page and click the
Disconnect tab, then click the
If, after 15 minutes, an invoiced order still hasn’t appeared, your accountancy provider will have returned some information about why. Breww saves and displays this information in your accountancy settings page under the
Sync messages tab. There should be a message from your provider explaining why, and often even some advice from Breww as to what to do. Perform the required action, and soon after the invoice should appear.