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