Overview of QuickBooks Online connector

This help guide provides key information regarding the system integration between Brightpearl and QuickBooks Online (QBO).

Throughout these articles you will find examples of how the connector synchronizes data between the two software solutions while maintaining the individual functionality of each.

When using this connector, it is important to be aware of best practices within each application to ensure the accuracy of your data in both Brightpearl and QuickBooks. This guide aims to detail those best practices.

Why connect Brightpearl to QuickBooks Online?

Brightpearl has its own integrated, multi-currency accounting module built specifically for retail and wholesale businesses, making it possible to run the system without the use of an external finance package.

However, if you prefer to use QuickBooks Online as your accounting package while running Brightpearl for order and inventory management, then this integration will remove the need to manually enter sales, purchasing and inventory data into both systems.

Integration scope

The diagram below shows the directional flow of data between Brightpearl and QuickBooks Online.

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Information relating to invoices and credits, such as item quantities, values and taxes, are synced automatically. Brightpearl will be the master for customer data, product records, inventory levels, sales orders and returns, and purchase orders and returns. This information will be pushed from Brightpearl to QuickBooks Online, creating corresponding records in your QBO account.

Accounts payable is managed in QuickBooks Online, with any payments or refunds relating to your purchase orders being pushed from QBO into Brightpearl.

Accounts receivable can be managed in either system.

These processes are discussed in more detail in the following articles.

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