App Installation
Installation of Breadwinner for QuickBooks is a simple process. Please review this guide documentation before installing the application from the AppExchange for best success.
Breadwinner for QuickBooks is a robust package with many facets to support QuickBooks. Due to the complexity of the many objects and records found in QuickBooks, we suggest Breadwinner for QuickBooks should be:
- Installed in Salesforce Enterprise Edition or greater.
- Installed by a full Salesforce Administrator account.
- Salesforce now requires a Trailblazer Account to install apps from the AppExchange.
- This is only available for QuickBooks Online.
App Installation
Installation of the Breadwinner for QuickBooks app is done from the Salesforce AppExchange, following the same process as other apps. Please note, however, that we suggest you select Install for Admins Only during this installation. This follows best practices for data security, controlling general user access to Breadwinner data when needed and not exposed by default.
Once the application has been fully installed, you will find the Breadwinner with the QuickBooks logo in the Salesforce App Selector. Go ahead and click Breadwinner under Apps, as shown. You should then be able to see that Breadwinner has installed tabs such as Quickbooks Invoices, QuickBooks Companies, etc.
