FAQs - Accounting integrations

Data should sync initially within 15 minutes of triggering an update on either platform. If the data cannot sync, this should raise a sync message. Once a sync message has been resolved, Breww will retry the upload again automatically within 8-10 hours.

To disconnect, simply go to your accountancy settings page, click the Disconnect tab, and then click the Disconnect button. This should only be used if you want to permanently disconnect Breww from your account platform (for example, if you're migrating to a different accounting platform).

If you just want to temporarily prevent syncing, you should disable syncing instead by using the button in the Settings tab.

We have a full guide on this topic available at Upload issues

No, never. Invoices and credit notes are a one-way sync from Breww to your accounting platform. Breww only ever pushes invoices and credit notes to your accountancy platform and will never pull invoices into Breww that were created in your accounting software.

We recommend not creating invoices or credit notes manually in your accounting software ever (even if they're for a non-beer product or something else not currently tracked in Breww). These should be created in Breww, just like any other invoice or credit note. This greatly simplifies a number of processes behind the scenes and reduces the chances of these causing problems (such as conflicting invoice numbers, duplicate customers, customer balance differences, etc).

For invoices that Breww uploaded to your accounting platform initially, the payments are a two-way sync. As a general rule we suggest, where possible, managing payments directly in Breww and letting Breww inform your accounting software, however, if you do add payments to an invoice in your accounting software, Breww will download this information into Breww for you. This is helpful if you create payments from a bank feed/reconciliation process.

If a credit note has been created directly in your accountancy software, we highly recommend cancelling this and raising it in Breww. Breww will not download a credit note that it did not create, and the customer balance will, therefore, be out of sync between Breww and your accountancy software.

Credit notes created in Breww and uploaded to your accountancy software should also be allocated against invoices in Breww and not directly in your accountancy software, as Breww will upload credit note allocations but will never download them, which may lead to errors where a credit note can be allocated twice.

For help with understanding the sync messages, please see Upload issues

When a customer is created in Breww, Breww will attempt to create that customer in your accounting software and map to them. If there is already a customer in your accounting software with the same name, and your accountancy software enforces unique names, then Breww will have to create a unique name for them. This is done by adding a reference number to the end of the customer’s name.

If you didn’t map your existing Breww customers to your existing accountancy software customers after setting up your accountancy integration, then it is likely that duplicate customers will be created in your accountancy platform. To prevent this, simply map existing customers between Breww and your accounting software by going to Integrations -> Accountancy, click the eye icon next to your accounting software integration, then click on the Tools tab, where you'll then see a Map and download customers button. Here you can map your existing accountancy customers to the correct customer in Breww.

The same process can be done for suppliers and applies to all of our accounting software integrations that enforce unique names.

If you already have duplicates created, don’t worry. It can be easily solved by merging the duplicate customers in your accountancy software and then mapping that merged customer to the correct customer in Breww.

If you use Xero, Breww can even automatically detect when two customers have been merged and re-map them to the Breww customer for you.

Users who have enabled Breww's Stripe integration often have Stripe integrated with their accountancy provider (Xero, Quickbooks, Sage Accounting etc.) to take advantage of some of the features of Stripe's accountancy integrations.

However, this can lead to Breww and Stripe creating the same payment in your accountancy provider in two different ways, making payment reconciliation tricky. Breww will upload the invoice and also the payment, whilst Stripe will create bank transactions ready to be reconciled against the invoice. This can mean you end up with an unreconciled bank transaction that can't be reconciled, as the invoice has already been marked as paid by Breww.

If you'd like to keep Stripe integrated with your accountancy provider, we recommend configuring Breww not to upload your Stripe integration payments and instead letting Stripe import them. This way, Breww will upload just the invoice to your accountancy provider, and you can easily reconcile the bank transaction created by Stripe with the invoice uploaded by Breww.

You can configure Breww to do this by going to Integrations → Payments → Stripe → Edit icon in the "General configuration" section → Uncheck the "Upload payments to accountancy provider" option.

In this case, we recommend enabling the "Upload payments to accountancy provider" option and letting Breww upload the payments taken through Stripe to your accountancy provider.

Then to reconcile the Stripe fees, you can simply upload Stripe's monthly invoice and allocate it to the correct account/nominal code.

You can opt in or out of uploading your ecommerce website/POS orders (Shopify, WooCommerce, etc) to your accountancy platform (Xero, Quickbooks, Sage, Clear Books, etc).

Sometimes your website might have a direct link to your accountancy software, which you might choose to use instead of having Breww sit in the middle. It's entirely up to you if you'd like Breww to upload these orders for you. Breww can still sync your stock levels and help you manage your deliveries, even if it doesn't pass this order information into your accounting software.

This setting can be enabled in your configuration settings for your webshop within Breww via Integrations -> Ecommerce & POS -> [platform] Actions -> Configuration > and selecting the option "Yes, upload imported orders into my accountancy provider".

If you have the option enabled to upload these invoices, but they've not been uploaded. Please check our main guide on this topic, which applies to all order sources:

Upload issues