Bravo and QuickBooks Online
Bravo sends payable vouchers to QuickBooks Online as bills, and client invoices as invoices, replacing the IIF files previously imported into QuickBooks Desktop.
There is nothing to sign in to on this website. The integration runs inside Bravo on your own server. Open Bravo as you normally would, then go to Administration › QuickBooks Online Settings.
What it does
| In Bravo | In QuickBooks Online |
|---|---|
| Payables › Send Vouchers | Creates a bill for each selected voucher |
| Billing › View/Send Invoices | Creates an invoice for each invoice in the batch |
| Billing › Export Doc Invoices | Creates an invoice for each selected invoice |
Each screen keeps its existing Export IIF File button. The QuickBooks Online button is an alternative route for the same documents, not a replacement.
Before the first send
- An administrator connects each QuickBooks company — see connecting a company.
- In the same settings screen, choose which QuickBooks accounts, item and terms Bravo should post to. These replace values that used to be fixed inside Bravo.
Sending documents
- Select the vouchers or invoices to send.
- Click Send to QuickBooks Online.
- Confirm which QuickBooks company they are going to.
- Watch the progress list: each document shows as sent, skipped, already sent, or failed with the reason.
Documents are never sent twice. Once a voucher or invoice has reached QuickBooks, Bravo records its QuickBooks ID and will not send it again, even if it is selected a second time.
If something fails
Failures are listed per document with the reason reported by QuickBooks, and the rest of the batch still goes. Use Retry Failed once the cause is resolved, or Copy to put the full results on the clipboard for a support request. Each failure carries a reference code; quote it when asking for help.
Support
Contact your Bravo administrator, or Ryco Information Services at support@rycoinfo.com or (800) 240-7926.