Connection Workflows
Automate accounting tasks with connection workflows
11 articles
- Breezeway Billable Expenses Workflow (VRTrust)Integrate with Breezeway and sync billable expenses
- Requesting a Breezeway API Key (VRTrust)How to request API credentials to connect Breezeway to VRTrust, and what happens after you submit your request.
- Pull Guesty Owner Expenses into VRTrust AutomaticallyImport owner-billable expenses from Guesty as paid expenses in VRTrust so they show up on owner statements without re-entering them.
- Create Owner Stay Cleaning Expenses from Guesty (VRTrust)Create a cleaning expense billed to the owner for every Guesty owner stay, so it lands on the owner statement without manual entry.
- QuickBooks Billable Expenses Workflow (VRTrust)Sync billable expenses from QuickBooks (also available for Sage Intacct)
- QuickBooks Transfers to Bills Workflow (VRTrust)
- Daily/Monthly General Ledger Data Summary Workflow (VRTrust)Sync GL summary data from VRTrust into external accounting systems
- Sync Guesty Reservation Payments into VRTrust (non GuestyPay)Automatically sync payments that flow through Guesty by booking channel and payment type
- External GL Workflow: Recording Trust Cash and Liabilities in QuickBooks (VRTrust)General setup to maintaining Trust Account in QBO combined with posting PM Statement from VRTrust using our Daily/Monthly Journal workflows
- External GL Workflow: How to Map Accounts for PM Statement Sync (VRTrust → QuickBooks/Xero)When syncing data from VRTrust to QuickBooks, the simplest approach is simply posting the PM Statement to QBO
- Automatically Create Deposits from Guesty Check & eCheck Payments (VRTrust)Guesty users can automatically create deposits from eligible check and eCheck reservation payments