Guided Wizard Settings will help you to prepopulate values from Opportunity, Opportunity Product, Order, and Order Product on the Breadwinner create transaction pages.

Based on the Invoice configuration settings, Breadwinner displays the details in the "Invoice Creation" page for the Guided Wizard and Custom Guided Wizard.

You have to enable the Bill sync to create a Bill from the Guided and Custom Guided Wizard. Breadwinner will display the details based on the Bill configuration on the"Bill Creation" page.

You must enable the Purchase Order sync to create a Purchase Order from the Guided and Custom Guided Wizard. Breadwinner will display the details based on the Purchase Order configuration on the "Purchase Order Creation" page.

Learn how Guided Wizard Settings in Breadwinner can effortlessly prepopulate values from diverse sources like Opportunity, Order, and more. Discover how the Invoice, Bill, and Purchase Order configurations impact the display of details on the creation pag

Invoice Configuration

Purchase Order Configuration

Guided Wizard Settings

Bill Configuration

Guided Wizard

Breadwinner for QuickBooks Docs

App Installation

Connect with QuickBooks

Assign Breadwinner Permission Sets

Update Page Layouts

Customer Match

Getting Started

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

Breadwinner Setup

Requirements

ERD / Object Structure

Sync Documentation

Technical Resources

Getting Help

Version History