Getting Started

Connect with QuickBooks

1min

With Breadwinner for QuickBooks now installed, click the Breadwinner tab (with QuickBooks logo) to access the Setup page, where you will perform the initial setup tasks. Clicking Connect to QuickBooks will show available QuickBooks orgs to connect.

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After clicking the link, you'll be redirected to the screen where you can select QuickBooks org to connect with Breadwinner; 

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After connecting to the QuickBooks org, you'll be redirected back to Salesforce to see that QuickBooks is successfully connected.

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As soon as the connection is made, Breadwinner will start importing data from QuickBooks. It may take a while, depending on the volume of data, to completely retrieve this information from QuickBooks.