Accountancy software integrations


Linking Breww to your accountancy platform

Breww is integrated with Xero, QuickBooks Online and Sage Business Cloud. All three integrations work in roughly the same way and all the information on this page applies to all three, unless otherwise stated.


Connecting Breww to your provider

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.


Mapping and downloading customers

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. 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.


Chart of accounts

Use the 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 in Breww (from the customer's edit 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.


Sync settings

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.


Background connection

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.