This article walks through how to connect BridalLive to your QuickBooks Online account and run your first export.
Before You Begin
Make sure you have:
An active QuickBooks Online account
Access to Settings → Integrations → QuickBooks in BridalLive
QuickBooks Subscription Requirement
BridalLive requires QuickBooks Online Plus or higher.
If you are using QuickBooks Essentials, the export will not work and you will need to upgrade your QuickBooks subscription.
Step 1: Connect QuickBooks
Go to Settings
Select Integrations
Click QuickBooks
Click Connect to QuickBooks
You will be redirected to QuickBooks to sign in and authorize the connection.
Step 2: Authorize the Connection
Sign in to your QuickBooks account and click Connect to authorize BridalLive.
Once completed, you will return to BridalLive and see a confirmation message.
Step 3: Configure QuickBooks Export Settings
Once connected, you will configure the export settings.
Export Start Date
Choose the date you want BridalLive to begin exporting data.
If you previously used another system, set this date to the last date that system exported data so you do not duplicate transactions.
If you are starting fresh with QuickBooks, use the date you began using BridalLive.
Export End Date
Leave this blank to export all available data from the Start Date to today.
Enter a date only if you want to export a specific time period.
Export Type
BridalLive exports accounting information using Journal Entries.
You can choose:
Daily (Recommended)
Creates one journal entry per day.
Aggregate
Creates one journal entry for the entire export range.
Daily exports are easier to review and troubleshoot.
Export Class
If you operate multiple store locations, this allows each BridalLive account to export to a different QuickBooks Class.
Single-location stores typically leave this blank.
Step 4: Select What to Export
Choose which information BridalLive should send to QuickBooks.
| Option | What it does |
|---|---|
| Receiving Vouchers | Creates vendor bills in QuickBooks |
| Sales & Sales Tax | Records completed sales and tax |
| Cost of Goods Sold | Records inventory cost when items are sold |
| Undeposited Funds | Tracks payments by payment method |
Detailed explanations of these options are covered in the next article.
Step 5: Run Your First Export
To start the export:
Go to Settings → Integrations → QuickBooks
Click Export to QuickBooks Online
BridalLive will export any information that has not already been exported.
You can safely run the export multiple times without duplicating data.
Step 6: Account Mapping
During the first export, BridalLive attempts to automatically match your QuickBooks accounts with BridalLive activity.
If a match cannot be found, you will see a Fix Issue button where you can select the correct QuickBooks account.
Step 7: Vendor Mapping
Next, BridalLive attempts to match BridalLive vendors with QuickBooks vendors.
If a vendor does not exist in QuickBooks, you can choose to add it automatically.
(Insert vendor mapping screenshot)
Final Setup Steps
During the first export, BridalLive will also create:
a Receiving Item
a BridalLive Customer
These are required for certain exports.
Next Step
Now that your integration is configured, learn how BridalLive records transactions in QuickBooks.
➡ How BridalLive Exports Data to QuickBooks