Welcome to the Breadwinner Knowledge Base — your go-to resource for getting the most out of Breadwinner's suite of Salesforce-native integrations. 

Here you'll find step-by-step guides, troubleshooting articles, and best-practice tips covering everything from initial setup and configuration to advanced topics like multi-currency support, invoice customization, partial invoicing, reporting, security and permissions, and managing your sync connections. 

If you are just getting started, we recommend also exploring the General section for foundational concepts, then diving into your specific integration's section for platform-tailored guidance.

Should your topic not be covered here, we also advise checking the Breadwinner Documentation Section for your App, which contains articles that are generally more technical. 

Should you not be able to find an article or document relevant to your question, please submit a support case with that question.

Sync Documentation

Knowledge Articles

Support of Inventory Management

Breadwinner for QuickBooks Docs

Overview

App Installation

Connect with QuickBooks

Assign Breadwinner Permission Sets

Update Page Layouts

Customer Match

Getting Started

Invoice Configuration

Bill Configuration

Purchase Order Configuration

Guided Wizard Settings

Guided Wizard

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 an Invoice with a Bundle Item

Create and Send Invoice

Invoice Flow

Code Examples

Global API

Breadwinner Account Charts

QuickBooks Class

Advanced Logging

Advanced Topics

Breadwinner Setup

Requirements

ERD / Object Structure

Technical Resources

QuickBooks Invoice Numbering

Sub-Company Creation and Auto-matching Sub-companies to Parent Companies

You have been Disconnected from QuickBooks Online

Testing Breadwinner with your Production QuickBooks Online

Quick Installation Guide

Can Breadwinner handle QuickBooks Online Projects ?

Can I have multiple, and or different, email addresses in QuickBooks Online?

Can I setup up a Recurring / Repeating Invoice using Breadwinner for QuickBooks Online?

Create and Edit Custom Fields in QuickBooks Online

Creating a QuickBooks Online Sandbox

Disconnecting & Reconnecting Breadwinner & QuickBooks Online

Editing QuickBooks Online Companies from within Breadwinner / Salesforce

How Credit Memos (Credit Notes) work in QuickBooks Online

How do QuickBooks Companies/Customers work with Salesforce Accounts?

How to Unmatch a Salesforce Product from a QuickBooks Item

Limiting which Invoices Sync with Salesforce / Breadwinner

Custom Transaction Numbers

Update an Invoice’s status to “Deleted” or “Void”

Order of Priority for Pre-Populating Default Values

Missing Fields or Sections when creating Breadwinner Invoices

Customizing the Breadwinner Invoice and Contact Layouts

QuickBooks Item to Salesforce Product Mapping

Your QuickBooks Online Subscription is Expired message

Configuring Page Layouts for Breadwinner for QuickBooks Online

Breadwinner and QuickBooks Online Advanced

Moving Invoices and QuickBooks Online Companies to a different Salesforce Account

QuickBooks Company/Customer Record Page Buttons have become "Greyed Out"

How does Breadwinner sync QuickBooks Online Items?

Contact Support

Version History