Accounting

Accounting Review is not enabled for every workspace. It requires QuickBooks access, a connected QuickBooks company, Accounting Review mode, and permission to view Accounting.

Accounting brings together received event payments and events that need QuickBooks accounting review. It is intended for businesses using FlowerBuddy's advanced accrual-accounting features. You do not need it to create events, send proposals, or record payments in FlowerBuddy.

Connection and sync-mode settings are in Workspace Settings > Integrations > QuickBooks. The QuickBooks settings explain the difference between syncing event invoices and using Accounting Review.

Cash receipts and event revenue

A client may pay a deposit before their event takes place. Cash Receipts helps you review that received payment and record it as deferred revenue in QuickBooks. Revenue Recognition helps you review the event later and move its revenue from deferred revenue into the mapped accounts.

These are separate actions. Recording a receipt does not complete the event's revenue recognition. Before syncing, check the selected client, QuickBooks customer, dates, amounts, and accounts with the person responsible for your bookkeeping.

Account setup

The Accounts tab connects FlowerBuddy reporting categories and tax profiles with the accounts used in QuickBooks. It also holds the deferred-revenue settings used by the receipt review. Set these up before working through receipts and events that need review.

Workspace and event views

Use this page to see accounting work across events. Use an individual event's Accounting tab for its client attribution, line-item mappings, receipts, and journal entry preview.

The workspace lists show items that still need attention. Successfully synced receipts and events leave these lists; the event-level view provides the individual event's accounting context.

In this section

• Cash Receipts

• Revenue Recognition

• Accounts