Installing Breadwinner is as easy as 1-2-3:

1. Download Breadwinner from the App Exchange and open the Breadwinner Setup Tab

2. Connect Breadwinner to your QuickBooks Accounting system - all you need is an administrative Username and Password

3. Follow the installation steps and match your QuickBooks Customers to Salesforce Accounts

Now look at the QB Invoices Tab - all your QuickBooks Invoices are visible in Salesforce! Invoices are color-coded according to their payment status:

Now, let’s look at the Accounts tab - Your invoices are also associated with Salesforce Accounts:

This just scratches the surface of what Breadwinner can do, but now you've done the most important step - getting started!

Learn how to install and configure Breadwinner, the software that seamlessly integrates QuickBooks with Salesforce. This step-by-step guide covers everything from downloading and connecting Breadwinner to syncing customer data between QuickBooks and Sales

Breadwinner Setup

Requirements

ERD / Object Structure

Sync Documentation

Technical Resources

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 and Send Invoice

Invoice Flow

Code Examples

Global API

Breadwinner Account Charts

QuickBooks Class

Advanced Topics

Getting Help

Version History