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If you’re categorizing transactions in Breezing and suddenly realize you need a brand new expense or asset account that doesn’t exist yet (e.g., “Gas Fees”), you must create it in your accounting system first.

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Refreshing Your Accounts via API (Xero/QBO)

  1. Leave Breezing open and switch over to your Xero or QuickBooks Online tab.
  2. Create the new account (e.g., an Expense account named “Gas Fees”).
  3. Save the account in Xero/QBO.
  4. Switch back to Breezing and navigate to the Chart of Accounts tab on the left menu.
  5. Click Link Accounts.
  6. Click the Get Accounts button.
  7. Breezing will fetch the latest ledger, and your new “Gas Fees” account will instantly become available in all transaction dropdowns!

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Refreshing Your Accounts via CSV

If you are not using a direct Xero/QBO API integration and originally uploaded your Chart of Accounts via CSV:
  1. Open your master Chart of Accounts CSV file in Excel.
  2. Add the new account row (Code, Name, Type).
  3. Save the file.
  4. In Breezing, go to Chart of Accounts > Upload CSV.
  5. Upload the updated file. Don’t worry—Breezing will simply merge the new accounts. It will not duplicate your existing ones!
All right, cool. So, here I want to update my chart of accounts. Whether it’s QuickBooks or Zero or whatever it is, it’s all kind of very similar. I need to first update it in the accounting system itself. So, here, right now, I’m in QuickBooks. Pretty easy to do. I’m going to create a new account. So, I’m going to hit new. It’s going to open up a little side panel. I’m going to call this one gas fees. Basically, I’m going to basically choose the expense account. Maybe not uh maybe it’s called bank charges on type. And it’s going to hit save. Then I’m going to go ahead and go back to Breezing right over here. So here I’m going to search for gas fees. It doesn’t exist as you can see. So what I’m going to do is pretty simple. I’m gonna go ahead and hit link accounts. Hit get accounts and then magically gas fees should appear. There it is. So go ahead and do that as many times as you need to. Remember to update the accounts back in the accounting system first and then get the accounts here. If you’re using a CSV to upload into Breezing, go ahead and just adjust the CSV from your original accounting system, whether you’re using Banana or whatever it might be, and then then just re-upload that chart of accounts back up to here, and it will not affect the accounts that you currently have. So, do not worry about that. It won’t duplicate them. All right, cool. Hope that helps.