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Breezing supports QuickBooks Online (QBO) out of the box. Connect your QBO account to automate the creation of journal entries from crypto transactions.

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How to Connect QuickBooks Online

  1. On the left-hand navigation menu in Breezing, click on Chart of Accounts.
  2. You’ll see two options: “Link Accounts” or “Upload CSV”. Click on Link Accounts.
  3. A connection modal will appear. Select the specific QBO company you want to connect to Breezing and click Connect.
  4. Once authenticated, you will be redirected back to Breezing.
  5. Crucial Step: Click the Get Accounts button. This will pull in all your accounts from QuickBooks directly into Breezing so you can start mapping your transactions.

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Updating Accounts

If you ever add, remove, or change the name of an account in your Chart of Accounts, you must update it in Breezing to ensure your journal entries map correctly:
  1. Go to QuickBooks Online first and make the necessary changes to your Chart of Accounts.
  2. Come back to Breezing and navigate to Chart of Accounts.
  3. Click on Link Accounts again.
  4. Hit the Get Accounts button. This will refresh and pull in the latest changes you made in QBO.
All right, cool. So, to link QuickBooks, it’s pretty simple. You’re on the dashboard here. Go to the left and you can go ahead and click chart of accounts. Once you’re there, you got two options. Link accounts, upload CSV. Hit link accounts there. Go ahead and hit the link account button. Should take you to the next page. Give her a second. It’s going to go ahead and tell you to connect DTO to Breezing, which is the QBL that I want. Connect. And one second. Yeah, there you go. Then it’s going to go remember here to always hit get accounts. And when you hit get accounts, it’ll bring in all your accounts. And then you’re kind of ready to go. If you ever want to change, let’s say, your accounts here in Breezing, just remember you got to go ahead and change them first in QuickBooks. Then come back over here, hit link accounts, and then go ahead and just hit get accounts again. It’ll refresh all those accounts later on. So that’s super important to remember. And make sure you do that. Go.

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Instantly Updating Journal Entries

One of Breezing’s most powerful features is the ability to instantly update a journal entry that has already been synced to QuickBooks, without having to delete the journal in QBO first.
If you accidentally booked a transaction to the wrong account, or if you recalculated your gains and losses and the cost basis numbers shifted:
  1. Do not delete the journal in QuickBooks.
  2. Make the change directly in Breezing (e.g., change the account label to “Accounting”, or rerun the Gain/Loss calculation).
  3. Click the Sync button on the transaction again (or use the Bulk Sync feature for multiple).
  4. Breezing will automatically find the existing journal entry in QBO and overwrite it with the updated numbers and categorization!
all right cool so this is one of the best things about breezing actually it’s USB really um is to update Journal entri that have already been synced in zero so I just kind of take an example right here let’s say this one right here it’s been labeled as legal expenses I’m going to ahead and click the journal button so I’m going to view it over here the link here’s a journal it’s been booked to Legal expenses but let’s say I changed my mind and I actually didn’t want to book this legal I wanted to book this into accounting so I’ll go ahead and hit accounting I’ll save it and then I’ll resync the journal now now this is the exact same Journal it’s in legal expenses basically now if I just refresh the page it’s now been added to Consulting so this goes the same thing as well so let’s say I changed my mind and I want to and I you know I didn’t have my cost bases correctly I want to recalculate gains and losses so let’s say I decide to change my method I’m like actually I didn’t want to use f weighted average I wanted to use H fifo let’s say I recalculate with fifo recalculate all my gains and losses basically and then I’m going to go back to that exact transaction that I had earlier one second so now that transaction that I had put in legal earlier I got to find it somewhere oh it’s right here it’s in accounting now that is now the journal entry so if you click over here I’ll just show you to you the weighted the gains and losses was 2537 because it was on weighted average if you remember so now if I go down I see the gains and losses is now 26 so it’s slightly different than 2537 now how do I update that journal I don’t delete the journal never ever delete the journal in zero just go ahead and just save it and you can resn it and when you do that let’s go back to the journal itself you refresh there’s the update so um this is one of the key USBS the key USBS in breezing that kind of no other Subler can do so far you can also do it in bulk so you can select all and just resync them all and it’ll update every single Journal so again hit manage sync journal and it updates everything all at the same time for you so yeah that’s one of the key USBS I hope you like it works the exact same way in QuickBooks by the way if you want to kind of update the QuickBook journal the exact same way cool

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Assigning QuickBooks Contacts (Customers & Vendors)

If you track specific Customers or Vendors in QuickBooks, you can assign them directly to wallet addresses in Breezing so they sync perfectly onto the journal entry.
  1. Navigate to the Contacts tab in Breezing.
  2. Find the wallet address you want to map (e.g., a wallet you named MME Legal).
  3. Click Refresh Entities to pull your live Customer/Vendor list directly from QuickBooks.
  4. Open the dropdown next to the contact and select the corresponding QuickBooks entity.
  5. Click Save.
  6. From now on, every time a transaction from that wallet is synced, it will automatically tag that specific Customer or Vendor in QuickBooks.
all right now I’m going to show you how to assign basic customers and vendors to contacts in breezing and this is pretty important because you need that to close invoices in QuickBooks or bills uh so this is kind of the first step to that so basically go ahead and hit contacts let’s say you find that you need to find one of your contacts let’s say this contact right here was an mme contact go ahead and add them as mme legal and then in QuickBooks you want to pull all the entities that you have these are the customers and vendors hit refresh entities it’ll pull them all you click on it you’ll see that’s MMA legal go ahead and select it save it so now every single Journal that’s synced that has the mme legal will basically sync with that specific customer and vendor so you have kind of better tracking cool

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Adding QuickBooks Cost Centers (Classes)

If you use Classes in QuickBooks to track cost centers, you can assign them to your crypto transactions inside Breezing before syncing.
  1. Click into any transaction on your Dashboard to open its details.
  2. Look for the Class section and click Get Classes. This fetches your live Classes from QuickBooks.
  3. Select the appropriate Class from the dropdown list.
  4. Click Save.
  5. When you click Sync to QBO, the transaction will carry that Class over to the resulting journal entry.
all right cool so for this video guys I’m going to show you how to sign basically a cost center or a class from QuickBooks into breezing so that you can sync it with that transaction go ahead and click the transaction you’ll see this little class button in here go ahead and hit get classes and here you’ll see all the classes Associated to kind of the one you want go ahead and select the one you want hit save and then when you’re ready just sync to Qbo and that’s it that’s kind of how you select basically bring in cost centers from QuickBooks basically into breezing and then kind of Select them and then sync them they’ll sync directly with the as well

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Closing QuickBooks Invoices & Bills Directly

Breezing allows you to close open Invoices (A/R) or Bills (A/P) in QuickBooks without using a messy crypto clearing account. Important Prerequisite: You must first map the Breezing Contact to a QuickBooks Customer/Vendor (see the Assigning Contacts step above).
  1. Ensure the wallet address involved is properly mapped to the QBO Vendor/Customer under the Contacts tab.
  2. On your Dashboard, find the crypto transaction you used to pay the bill (or receive payment for the invoice). Click to open its details.
  3. In the Transaction Account dropdown:
    • To close an Invoice (receiving money), select your Accounts Receivable account.
    • To close a Bill (sending money), select your Accounts Payable account.
  4. Click Save, then click Sync. Breezing will push a journal entry to QBO hitting the A/R or A/P ledger for that specific Customer/Vendor.
  5. In QuickBooks, navigate to that Customer or Vendor. You will see their open Invoice/Bill alongside the new Journal Entry Breezing just pushed.
  6. Click Receive Payment (or Pay Bill), select both the open invoice and the matching journal entry, and clear them against each other!
All right, guys. I’m going to show you how to close basically an invoice in QuickBooks from Breezing without having to use a clearing account. So, here I got an invoice or a bill. It could be either one invoice or bill in QuickBooks. Enemy legal. It’s for a,000 bucks. I’m going to go to Breezing now and I’m going to find basically that specific one. So, here I got it right over here. This is my enemy legal for a,000 bucks. This is what I want to use to close it. Now, it’s important um when you have Emmy legal to basically make sure in the contacts page. So go to contacts, go to MMU legal. Make sure you have the entity MME legal assigned to this specific contact in Breezing because this tells Breezing that this contact belongs to this customer in QuickBooks. And the way you do that, you hit refresh entity and then you just select enemy legal and that’s the one you’re going to use. So go ahead and hit save. Go back to the Treasury Wallet, the one you want to use to kind of close that bill. You go ahead and find the USDT transaction. Click on it. Open it right here. Here on the transaction account, you want to select accounts receivable. Go ahead and select it. Hit save. Then go ahead hit sync. For accounts payable, you just select the accounts payable account. Same kind of thing. So now it’s synced it into QuickBooks. Now you go back to QuickBooks. Now here for MM Legal, you’ll see the pay the invoices here. Just got to refresh. And then you should see the journal in one second. There’s the journal. Basically, that will close that invoice. The way you do it is go ahead and kind of like hit receive payment. Give it a few seconds. There it is. You kind of just select it to close it. And then you can kind of clear the payment. And that’s basically how you close invoices from breezing um in QuickBooks. Um on bills, it also works same way on bills except for bills. You just select accounts payable. Um somewhere in there it should be AP. Yep. Yeah. Cool. Let me know if you have any questions.