Technical Resources
Breadwinner Setup
1min
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
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Now look at the QB Invoices Tab - all your QuickBooks Invoices are visible in Salesforce! Invoices are color-coded according to their payment status:
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Now, let’s look at the Accounts tab - Your invoices are also associated with Salesforce Accounts:
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This just scratches the surface of what Breadwinner can do, but now you've done the most important step - getting started!
Updated 31 Jul 2024
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