Getting Started

whenever you need to send data between quickbooks and salesforce, breadwinner has you covered the approach you take will depend on your automation needs and the records you want to sync as the method depends on which direction you want the data to flow, the sections below are split between the two data flow options data flow from quickbooks to salesforce upon installation, breadwinner creates several tabs and objects in salesforce, which allows breadwinner to populate quickbooks data with salesforce quickly and easily this means that seeing quickbooks data in salesforce simply requires authenticating to quickbooks from within breadwinner once verified, you'll see quickbooks data in those tabs/objects within minutes here is a screenshot depicting the breadwinner quickbooks objects (quickbooks invoices, quickbooks bills and pos, quickbooks companies, and quickbooks items), displaying some of the invoices from quickbooks in breadwinner you may note the different symbols and flag colors that correspond to the invoice status (red = overdue, green = paid, cross mark = void invoice, etc ) and here is an example of the "quickbooks invoices" tab with an individual invoice record after the initial sync with quickbooks, breadwinner will ensure that data stays fresh and up to date if something changes in quickbooks, that change is reflected within minutes back in salesforce controlling access to the breadwinner objects can be done easily through the provided permission sets and/or salesforce sharing rules (we recommend you install the app "admin only" and then use breadwinner's permission sets to assign the appropriate permissions to your users) why do we take this approach? we consider quickbooks the system of record for accounting, so we make sure that quickbooks is easily reflected in salesforce, which is vital to an efficient business data flow from salesforce to quickbooks to see data flow from salesforce to quickbooks, ensure you are in "active mode " active mode syncing data from salesforce to quickbooks will depend on your business needs and also be based on your finance director's preferences best of all, whatever you create or edit in quickbooks will be reflected back in salesforce immediately via breadwinner here are the four ways you can sync data to quickbooks used by configured by guided wizard users power users, admins, consultants custom guided wizard users admins, consultants button url generator admins global api (automated) developers flows (automated) admins, consultants apex generator developers the above chart also includes two generators designed for admins and developers to help make their lives easier the "button url generator" creates the url needed for the custom guided wizard button the "apex generator" helps generate invocable apex code for you to be used for either a trigger or within a flow note the global api is an additional add on please reach out to the sales team for more information the apex generator is a tool to help you write the necessary apex code you will still need to make additional changes to this code to fit your needs