Accounting & Payments Integrations — QuickBooks & Stripe

The Accounting tab of the Integrations page is where you connect Breeze to the tools that handle your money: QuickBooks Online for your books, and Stripe for collecting card payments online. Open it at Integrations → Accounting.

Note

Accounting and payment integrations are partner-account only. They’re set up once for your practice, not per customer. If you sign in with an organization (customer) account, the tab shows a message that the integration is available to partner accounts and there’s nothing to configure.

The tab has two sub-tabs:

• QuickBooks — connect QuickBooks Online, choose how invoices push, and import your existing customers. Deep link: /integrations#quickbooks.
• Payments — connect your Stripe account so customers can pay invoices by card. Deep link: /integrations#stripe.

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QuickBooks Online

QuickBooks Online connects through Intuit’s standard OAuth consent flow. Once connected, Breeze can push your issued invoices to your books and pull your existing QuickBooks customers into Breeze.

Connecting QuickBooks

1. Open Integrations → Accounting and select the QuickBooks sub-tab.
2. Click Connect to QuickBooks. Breeze hands you off with a full-page redirect to Intuit’s consent screen.
3. Sign in to Intuit and authorize Breeze. Approving returns you to the Accounting tab with the connection established, and a confirmation toast appears.
4. The panel now shows the connection status, the connected environment (sandbox or production), and when it was connected.

Note

Connecting and disconnecting QuickBooks are MFA-gated — you may be prompted to complete multi-factor authentication before the action goes through.

What syncs

Item	Direction	Notes
Customers	QuickBooks → Breeze	Import your existing QuickBooks customers as Breeze organizations (see below).
Invoices	Breeze → QuickBooks	Issued invoices push to QuickBooks, either automatically or manually (your choice).
Payments	Breeze → QuickBooks	Payments recorded against invoices flow to your books alongside the invoice.

Invoice push mode

On the connected panel, choose how issued invoices reach QuickBooks:

• Automatic (on issue) — an invoice pushes to QuickBooks the moment you issue it.
• Manual — invoices are held so you push them on your own schedule.

You can switch between the two at any time; the change is saved immediately.

Importing customers

Once QuickBooks is connected, an Import customers section appears so you can bring your existing QuickBooks customers into Breeze as organizations — no re-typing.

1. In the Import customers section, click Load customers to pull your QuickBooks customer list.
2. Tick the customers you want. Customers you’ve already imported show an Already imported badge, are disabled, and are excluded from select-all.
3. Click Import selected. Breeze reports how many were imported, skipped, and failed, and lists any failures inline so you can see exactly which customer and why.

Note

The import is idempotent — it keys off the QuickBooks customer id, so re-running it never creates duplicates. One QuickBooks company (realm) connects per partner.

Reconnecting and disconnecting

• If the panel shows a Reconnect required badge, Intuit’s authorization has expired — click Reconnect QuickBooks to run the consent flow again. The last error is shown to help you understand why.

• Refresh re-checks the current connection status.

• Disconnect removes the QuickBooks connection from Breeze (MFA-gated).

The Payments sub-tab connects your Stripe account so your customers can pay invoices by card online. This is the one-time, partner-level connection step — the collecting, payment links, and refunds are covered under Online Payments.

Note

You are always the merchant of record and Breeze takes no platform fee. See Online Payments for how the money flows.

Connecting Stripe

Breeze connects to Stripe using a secret API key you paste in from your Stripe dashboard.

1. Open Integrations → Accounting and select the Payments sub-tab.
2. In your Stripe dashboard, copy a secret key — a standard secret key (sk_live… / sk_test…) or a restricted key (rk_live…).
3. Paste it into the key field and click Save key. The field is masked, so the key is never shown back to you.
4. On success the panel switches to the connected view.

Connected view

Once connected, the panel shows:

• The Stripe account it’s linked to, masked to the last few characters (for example acct_••••1A2b).
• The last 4 characters of the saved key.
• A Live or Test mode badge, so you can tell at a glance whether you’re taking real payments.

To disconnect, click Disconnect — this removes the saved Stripe key from Breeze.

What this enables

Connecting Stripe here is what makes online payments possible everywhere else in Breeze:

• Payment links on issued invoices.
• A Pay now button in the Customer Portal.
• Automatic recording of online payments against the invoice, badged Online.

Refunds are reflect-only — you issue them from your own Stripe dashboard and Breeze stays in sync. The full collect-and-refund workflow lives in Online Payments.

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Related

• Online Payments — collect card payments, send payment links, and handle refunds
• Invoices — issue invoices that push to QuickBooks and carry payment links
• Integrations — the full Integrations page, including PSA, communication, and distributor connections