Please follow the steps below to add the Breadwinner Account Charts to the Account Page.

Note: If Custom Fiscals years are enabled, we are not supporting them in the Breadwinner Account Charts.

Learn how to add the Breadwinner Account Charts to your Account Page with this easy-to-follow guide. Follow a few simple steps: Open the Account Record, select "Edit Page," drag the Breadwinner Account Charts Ribbon onto the page, choose the Org default f

Breadwinner Account Charts

QuickBooks Class

Advanced Topics

Breadwinner for QuickBooks Docs

App Installation

Connect with QuickBooks

Assign Breadwinner Permission Sets

Update Page Layouts

Customer Match

Getting Started

Invoice Configuration

Purchase Order Configuration

Guided Wizard Settings

Bill Configuration

Guided Wizard

Transaction Level Fields

Line Item Level Fields

Summarized Button URLs

Button URL Structure

Button URL Generator

Support

Custom Guided Wizard

API Overview 

Item

Customer

Vendor

Invoice

Sales Receipt

Bill

Purchase Order

Credit Memo

Payment

Send Invoice

Common Data Types

Request

Response

Applying Payment to an Invoice

Applying Credit to an Invoice

Create an Invoice with a Bundle Item

Create and Send Invoice

Invoice Flow

Code Examples

Global API

Breadwinner Setup

Requirements

ERD / Object Structure

Sync Documentation

Technical Resources

Getting Help

Version History