Breadwinner Setup

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!

For Breadwinner for QuickBooks Desktop there are two other guides you should be familiar with:

• Connection guide: https://help-qbo.breadwinner.com/support/solutions/articles/44002091910-connect-breadwinner-with-quickbooks-desktop
• Syncing guide: https://help-qbo.breadwinner.com/support/solutions/articles/44002196415-syncing-data-with-quickbooks-desktop

If you use QuickBooks Desktop, you'll want to follow these guides carefully to make sure your data flows smoothly.