Edit Your Bccounting Connection Settings

Each connection in Bccounting has its own settings. They control which accounts, items and customer are used when your sales data is sent to your accounting system. Set these up before your first sync.

To control how your invoices, payments and refunds look, see Customize Your Invoice Settings.

Before you start

General ledger (GL) accounts, items and tax codes have to be created in your accounting system first. After that, you can choose them from the dropdown menus in Bccounting.

If you leave a field blank, Bccounting uses a default name. If your accounting system already has an account or item with that name, Bccounting uses it. If not, Bccounting creates it for you.

Open your connection settings

1. Go to the Manage Connections page in Bccounting.
2. Under the connection you want to change, click Edit Connection.
3. Update any of the settings described below.
4. Click Update at the bottom of the page to save your changes.

Note: Click the info icon next to any field to see its definition.

GL accounts

GL accounts are used only when Bccounting creates a new item in your accounting system. Choosing or changing an account here doesn’t affect items that already exist.

Sales Account

The income account used when Bccounting creates a new sales item.

• If you leave it blank: Bccounting uses an account named Sales of Product Income (sub type: SalesOfProductIncome).
• If you already have an account with that name: Bccounting uses your existing account and doesn’t create a new one.
• If you don’t: Bccounting creates it for you.

Refund Account

The account refunds are paid from when Bccounting creates refunds in your accounting system.

• If you leave it blank: Bccounting uses an account named Undeposited Funds (sub type: UndepositedFunds).
• If you already have an account with that name: Bccounting uses your existing account and doesn’t create a new one.
• If you don’t: Bccounting creates it for you.

Tip Account

The income account used when Bccounting creates a new tip item.

• If you leave it blank: Bccounting uses an account named Tips (sub type: Gratuity).
• If you already have an account with that name: Bccounting uses your existing account and doesn’t create a new one.
• If you don’t: Bccounting creates it for you.

Nonrevenue Account

The account used when Bccounting creates a new nonrevenue item.

• If you leave it blank: Bccounting uses an account named Nonrevenue (sub type: OtherCurrentLiabilities).
• If you already have an account with that name: Bccounting uses your existing account and doesn’t create a new one.
• If you don’t: Bccounting creates it for you.

Discount Account

The income account used when Bccounting creates a new discount item.

• If you leave it blank: Bccounting uses an account named Discounts Given (sub type: DiscountsRefundsGiven).
• If you already have an account with that name: Bccounting uses your existing account and doesn’t create a new one.
• If you don’t: Bccounting creates it for you.

Tax code

Tax Code is the tax code used on the invoice for sales tax.

• If you leave it blank: Bccounting creates a tax code and tax agency named after your POS system. For Clover, that name is Clover Tax.
• If you use QuickBooks Online’s automated sales tax: QuickBooks chooses the tax code and this field is ignored.

Closeout Offset

Closeout Offset sets when Bccounting runs your daily entry. Enter the number of hours after midnight when you want the entry to run.