Technical Resources

Sync Documentation

18min

Initial Sync:

  • Breadwinner will start syncing the data after a successful connection with QuickBooks. Once Breadwinner connects to QuickBooks, Breadwinner will create App Config and custom settings with default values and start the sync process.
  • Breadwinner syncs the below object records in the following order:
    • QuickBooks Customers 
    • QuickBooks Metadata - Revenue Accounts, SalesTaxCode, PaymentMethod, Terms, Classes, TaxRate, Taxcodes, Departments, SalesRep, and InventorySite.
    • QuickBooks Items 
    • Sales Orders 
    • Invoices 
    • Credit Memos 
    • Sales Receipts 
    • Refund Receipts
    • Payments 
    • Vendors 
    • Bills 
    • Purchase Orders 
    • Vendor Credits 
    • Bill Payments 

Regular Sync:

  • This Sync is scheduled every 15 minutes.
  • This Sync fetches the data from QuickBooks, which were modified within the scheduled 15-minute time period.
  • First, Breadwinner updates the data of the App Config & Custom settings, then syncs the data in the following order: 
    • QuickBooks Customer
    • QuickBooks Metadata
    • QuickBooks Item
    • Sales Order
    • Invoice
    • Sales Receipt
    • Credit Memo
    • Refund Receipt
    • Payment
    • Vendor
    • Bill 
    • PO
    • Bill Payment
    • Vendor credit

Weekly Sync:

  • This Sync runs every Friday at 11 PM (the Salesforce User’s Time Zone determines the time)
  • This Sync includes all the records of all Breadwinner Objects, and the order is the same as the initial sync (see above). With this sync, Breadwinner also syncs Bills and POs if enabled.
  • DeletedTransaction - Deletes Breadwinner's object records in Salesforce, which have been deleted from QuickBooks (Breadwinner will delete records in Salesforce that have been deleted for 7 days in QuickBooks).

Sync Buttons:



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These buttons are used to sync records manually. This can be used if data is missing during the regular, automatic syncs.

Update Account and Opportunity Rollups Button:

  • Breadwinner will calculate the Account and Opportunity Rollups every day around 2 AM (Salesforce User’s Time Zone).
  • The following fields are updated during this sync: Total Amount Credit, Total Amount Invoiced, Total Amount Due, Total Amount Paid, Total Amount Overdue, and Total Unallocated Credit of Account and Opportunity records.
  • Note: To calculate the Rollups, “Invoice Rollup Type” should not be “Do Not Calculate Rollups.” We can set that in the Invoice Configuration area under Advanced Settings. If this is set to “Do Not Calculate Rollups,” then the Rollups are not calculated.

Restart Historical Customer Sync:

  • When the Historical Customer sync starts, the data are checked and synced in the following order: QB Customer, Metadata, Items, Sales Order, Invoice, Sales Receipt, Credit Memo, Refund Receipt, Payment, QB Vendor, Bill, Vendor Credit, PO, Bill Payments, deleted Transaction, Rollups.
  • After the Customer records have been synced to Salesforce, depending on the setting (under QuickBooks Companies Configuration.), they are either directly associated with the SalesForce Account or moved to the Account match page.

Restart Historical Metadata Sync:

  • Breadwinner syncs all the data in the below order: 
    • Sales Rep
    • Inventory Site
    • Terms 
    • Shipping method
    • SalesTax code

Restart Historical Item Sync:

  • When the Item sync button is selected, the following data are synced in this order: Item, Sales Order, Invoice, Credit Memo, Sales receipt, Refund receipt, Payment, Vendor, Bill, PO, Vendor Credit, Bill Payment, Deleted Transaction, Rollups

Restart Historical Invoice Sync:

  • When the Invoice sync button is selected, the following data are synced in this order: Invoices, Credit Memos, Sales Receipts, Refund Receipts, Payment, Vendor, Bills, Vendor Credit, PO, Deleted Transaction, Bill Payments, Rollups.

Restart Historical Credit Memo Sync:

  • When the Credit Memo sync button is selected, the following data are synced in this order: Credit Memos, Sales Receipts, Payments, Refund Receipts, Vendor, Bill, Vendor Credit, PO, Bill Payment, Deleted Transactions, Rollups.

Restart Historical Sales Receipt Sync:

  • When the Sales Receipt sync button is selected, the following data are synced in this order: Sales Receipt, Refund Receipt, Payment, Vendor, Bill, PO, Bill Payment, Vendor Credit, Deleted Transactions, and Rollups.

Restart Historical Refund Receipt Sync:

  • When the Refund Receipt sync button is selected, the following data is synced in the following order: Refund Receipt, Payment, Vendor, Bill, PO, Bill Payment, Vendor Credit, Deleted Transactions, and Rollups.

Restart Historical Payment Sync:

  • When the Payment sync button is selected, the following data is synced in the following order: Payment, Vendor, Bill, PO, Bill Payment, Vendor Credit, Deleted Transactions, and Rollups.

Restart Historical Vendor Sync:

  • When the Vendor sync button is selected, the following data is synced in the following order: Vendor, Bill, PO, Bill Payment, Vendor Credit, Deleted Transactions, and Rollups.

Restart Historical Bills Sync:

  • When the Bills sync button is selected, the following data is synced in the following order: Bill, PO, Bill Payment, Vendor Credit, Deleted Transactions, and Rollups.

Restart Historical Purchase Orders Sync:

  • When the PO sync button is selected, the following data is synced in the following order: PO, Bill Payment, Vendor Credit, Deleted Transactions, and Rollups.

Restart Historical Vendor Credit Sync:

  • When the Vendor Credit sync button is selected, the following data is synced in the following order: Vendor Credit, Bill Payment, Deleted Transactions, and Rollups.

Restart Historical Bill Payment Sync:

  • When the Bill Payment sync button is selected, the following data is synced in the following order: Bill Payment, Deleted Transactions, and Rollups.



Updated 05 Dec 2023
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