Some of our schools use both Quickbooks and brightwheel in tandem if they prefer to use Quickbooks for accounting and reconciliation purposes. They use brightwheel to send bills to parents, handle payments, etc., and then use Quickbooks to track their brightwheel finances and other expenses. Many of them find that over time they start to use the brightwheel in-platform reports to manage the day-to-day operations of their businesses and only go into more complex tools like Quickbooks at the end of the year and during tax season.
If you do want to combine brightwheel with Quickbooks, you can do that by easily downloading all of your billing information into a .csv, which you can then uploaded into QuickBooks. Here’s a great Youtube video with step-by-step instructions on how to upload the file into QuickBooks:
If you would like to request this feature, or provide any additional thoughts or feedback on how we can improve brightwheel, please write to us directly at firstname.lastname@example.org