Transaction Level Fields

While you only need two query strings in the URL, you will most likely want to specify several Invoice-level fields, such as the Invoice Date and Due Date.

You can optionally populate the Invoice Date and/or the Due Date, using a Date field (or a Date/ Time field, from which we will obtain the date). A Formula field with a Date or Date/Time field type will also work.

If you leave the Invoice Date blank, Breadwinner will populate it with today’s date.

If you leave the Due Date blank, Breadwinner will check whether the corresponding customer record in your accounting system specifies invoice terms (this must be set in your accounting system, not in Breadwinner). If the corresponding customer record does not specify invoice terms, Breadwinner will use the Breadwinner-wide default payment terms as set in the Breadwinner tab under Optional Settings. If those settings are also blank, then Breadwinner will leave the Due Date blank.

QuickBooks Online has up to three Custom Fields, an optional Location field, and an optional Classes field (Classes, if enabled, are set for the Invoice OR Line Items, but not both). To use custom fields in Breadwinner for QuickBooks, you must first create custom fields in QuickBooks.

Please note that the Location and Class fields in QuickBooks are a picklist type, so you must populate them with a value that already exists in QuickBooks. If the value you specify does not match the QuickBooks value (case-sensitive), we will ignore that query string.

You can also set the Invoice Number by enabling Custom Transaction Numbers (which applies to all API integrations with your QuickBooks org).

Alternatively, if you want the Transaction Number to be determined automatically by QuickBooks, you must turn off the Custom Transaction Number in QuickBooks. Refer to this help article from Breadwinner to learn how to turn off Custom Transaction Numbers.

The Invoice Tax Code is available only for the QuickBooks US Orgs. You can optionally populate the Invoice Tax Code using the Originating object’s field. If you pass the field API name to the invoice_taxcode_field param, Breadwinner will show this field value on the Invoice Tax Code while creating the Invoice.

You can optionally populate the Invoice Term using the originating object’s field. If you pass the field API name to the invoice_term param, Breadwinner will show this field value on the Invoice Term while creating the Invoice. The Salesforce custom field you create on the originating object can have values such as Net 10, Net 15, Net 30, Net 60, etc.