Integrations
Accountancy
Enabling your integration
5min
before breww can begin syncing data with your accountancy platform, you will need to ensure your accountancy integration is enabled, and there are two things that you need to do set up a default sales and bank account in breww a default sales and bank account is required before background syncing can occur these are set in integrations > accountancy > actions > configuration > accounts & tracking categories check that under the header default accounts & tracking categories that you have set (at minimum) a default sales account and under the header bank accounts a default bank account if these are not set, you will not be able to enable your accountancy integration enable syncing once you have finished setting up your accountancy integration, you will need to enable syncing if your accountancy integration is not yet enabled, you can do this by going to integrations > accountancy > actions > enable integration , or from the integrations settings page by clicking enable next to transaction data in the data syncing section of your dashboard last checks before you start syncing before you start syncing, there are a few things you will want to make sure you are happy with have you mapped your breww customers and suppliers to your accountancy platform? in order to prevent duplicate customers or suppliers from being created in your accountancy platform, it is crucial to make sure you map your customers in breww to your customers in xero just starting out with breww? you can use your accountancy integration to download your customers into breww if you want to know more, check the section on accountancy docid 7flrnv5du5cxl9wlh1fpi have you checked your sync setting? sync settings determine what data will be synced between breww and your accountancy platform, as well as how this data will be synced this will include whether things are uploaded as drafts, your account defaults for how customer groups are handled, and whether accountancy accounts set on customers or products take priority we have more information on sync settings in the accountancy docid 7flrnv5du5cxl9wlh1fpi section