Version History

august 2025 3 48 a clickable link on the record info pages was added that allows users to view and update individual records upgraded breadwinner related apex classes, visualforce pages, triggers, and components to salesforce api version 61 0 (summer '24) renamed the 'public link to invoice' field with a clearer label, updated the tooltip message, and added user feedback when copying the link bug fix issue with the bill and po configuration pages when multi org is enabled july 2025 3 47 1 updated to api minor version 75 to maintain compliance with intuit’s upcoming requirements and ensure continued integration reliability new ui added for reconnection bug fix the data type for the quantity in the bundle item has been changed to decimal july 2025 3 46 1 updated to api minor version 75 to maintain compliance with intuit’s upcoming requirements and ensure continued integration reliability new ui added for reconnection may 2025 3 47 bug fix fixed a bug wherein, during the manual customer/vendor match process, the inactive customers/vendors were not visible/available for matching bug fix from this release, we are allowing syncing of unapplied payments bug fix while creating a bill or po, the system will now consider the quickbooks item lookup on the salesforce product if no predefined configuration exists and the product name does not match any existing quickbooks item added support for syncing invoices with bundle line items and sub items also enabled creation of such invoices via the global api sub items are shown in the ui only if the bundle has “display bundle components when printing or sending transactions” enabled in quickbooks march 2025 3 46 bug fix fixed an issue where mapping a lookup field in "invoice line item fields from opportunity product" under the configuration section caused an "unexpected token 'from'" error when creating an invoice bug fix standard users can now seamlessly send emails with the appropriate email addresses, as this release ensures the visibility of organization wide email addresses in the from section february 2025 3 45 a new message has been added on the record info pages that displays the last update time and provides a clickable link on the invoice object to check and update the individual record, similar to quickbooks handled the last name display at contact info on the customer/vendor selection page and the create invoice/bill/po page november 2024 3 44 adds the ability to push shipping address information into quickbooks during the guided wizard customer creation november 2024 3 43 addressed an issue related to custom profiles that arose due to recent changes in salesforce october 2024 3 40 1 & 3 42 bug fix handles a payment sync error because quickbooks changed the api response october 2024 3 41 refreshed sandboxes will now mirror the production breadwinner subscription details this means the sandbox will have the same 'add ons' and expiration date as the production subscription bug fix status flag images are fixed august 2024 3 40 we now have the capability to map a field for shipping charges directly on the order object from the configuration section under 'invoice fields from order’ added the ability to use text data type fields for field mapping in configuration pages and removed the "rich text" data type fields on the invoice configuration page, under the ' invoice fields from opportunity' > custom fields section, it is now possible to map to any opportunity field june 2024 3 39 on the invoice configuration page, under the 'invoice fields from order' > custom fields section, it is now possible to map to any order item field may 2024 3 38 added new fields on the invoice object tax (report), discount (report), and total (report) these fields display negative values for reporting purposes mar 2024 3 36 internal release feb 2024 3 35 added a new global api action read item that gives the details of that particular quickbooks item through the global api added a lookup quickbooks item field with the bill & po line item object jan 2024 3 34 internal release dec 2023 3 33 a new global api action called "sendinvoice" has been introduced dec 2023 3 32 the quickbooks item picklist now displays the parent child label for selection upon selecting an item, the fully qualified name of the quickbooks item will be displayed oct 2023 3 31 added "your company’s custom fields" section to the quickbooks companies and quickbooks items pages bugfix restricting the negative values on discount field while invoice creation sept 2023 3 30 removed the "connect to quickbooks desktop" button on the breadwinner setup page bug fix fixed product match issue with bulk data due to the limitations in querying the unmatched items sept 2023 3 29 the amount value can be edited during invoice creation for non inventory and service items when the rate and quantity are 0/blank a new formula field, "quickbooks item reference id" was added to the opportunity product object the class column picklist will now be sorted alphabetically on the invoice creation page aug 2023 3 28 this adds an option to search for and select a quickbooks item on the create/match quickbooks item step page for bills and pos july 2023 3 27 handled the inactive/do not match quickbooks items selection from unmatched salesforce products under the product match page added control sync button functionality for vendor on the invoice record info page, the line item table now displays quickbooks item name instead of fully qualified name handled 'collection is read only' error during push upgrades june 2023 3 26 1 bug fix addressed the issue where hiding the additional component displayed during bill and po creation may 2023 3 26 global api if quickbooks multi org is enabled, the 'qborgid' parameter becomes necessary to indicate the specific organization being accessed but for a single organization or when multi org is not enabled, the default organization id is used bug fix we addressed issues with the item control sync status button when 'do not match' is checked on the button, the associated salesforce product section is hidden also, when a quickbooks item is inactive, the button will be disabled bug fix fixed the auto match quickbooks sub companies mismatch during the account match process apr 2023 3 25 bug fix assigning the permission set to a user first before updating the page layout bug fix handled the exceptions on company sync with parent and sub companies records while importing bug fix quickbooks items of type category and bundle are excluded from the product match handled mapping customers for the suggested match with the existing household and family salesforce accounts apr 2023 3 24 2 bug fix handled the error on the product match page while manually matching to the existing salesforce product mar 2023 3 24 1 bug fix handled the "too many callouts" issue in the postinstall class mar 2023 3 24 the control sync status button feature has been added for quickbooks items bug fix show a warning message when a user with a readonly permission set tries to create a bill on the quickbooks company record page, all related records, such as invoices, credit memos, payments, etc , are sorted by invoice date bug fix update invoice amounts and line item details (quantity, rate, and total amount) and rollup fields of account and opportunity when an invoice is deleted or not updated for the past 7 days handled issue with the feature “mapping bills to opportunity” when wrong ids on the quickbooks side were provided for the bill number & memo fields apr 2023 3 23 1 bug fix handle the issue with wistia on the setup page feb 2023 3 23 bug fix handled special characters like ampersands and apostrophes in the description box on the invoice creation page the syncing and creation of bills and pos are based on whether the "accounts payable mode" add on is enabled global api create/update bills and purchase orders handled item search lookup on the invoice creation page for mobile/small screen sizes cosmetic change to pre bill and pre po adds decimal separators for easier reading bug fix bill payment records were not being updated via sync when a payment was cleared/zeroed inside quickbooks bug fix account and opportunity rollup fields are handled when a voided invoice syncs to salesforce feb 2023 3 22 1 handled item search lookup on the invoice creation page for mobile/small screen sizes jan 2023 3 22 cosmetic change to pre invoice adds decimal separators for easier reading bug fix custom fields are only displayed on the create invoice page when enabled bug fix the link should not be visible on the setup page when any of the permission sets are assigned to the user, instead of the read only and standard permission sets bug fix payment records will update via the sync process once the payment is cleared/zeroed from quickbooks jan 2023 3 21 1 bug fix there was an issue creating an invoice using the custom guided wizard for non salesforce admin users dec 2022 3 21 upgraded breadwinner related apex classes, visualforce pages, triggers, and components to salesforce api version 54 0 (spring '22) bug fix fixed issue on the troubleshoot page when trying to display connection information of non connected orgs dec 2022 3 20 internal release dec 2022 3 19 bug fix the line item search did not work after an item with a line break was selected bug fix show an error when the quickbooks item type is not set during new item creation bug fix item search was not working on the manual product match page nov 2022 3 18 handled the deletion of duplicate company records during the regular sync the ability to handle "terms" has been added to the custom guided wizard mandatory fields in the custom guided wizard are now marked as required oct 2022 3 17 bug fix the invoice creation page might experience a timeout issue when trying to query more than 5,000 items oct 2022 3 16 added the ability to set the shipping address from the originating object via the custom guided wizard bug fix "collection size exceeds the maximum of 1,000" on the company/vendor page when a record has more than 1,000 related transactions we are now limiting this list to 50 sept 2022 3 15 bug fix fixed issue with sales tax calculation at the transaction level bug fix fixed the issue with item sync when all the items were inactive in a single batch bug fix fixed "too many dml rows" exception when trying to delete more than 10,000 records aug 2022 3 14 adds updated item lookup option to the create invoice page custom guided wizard change to fetch quickbooks items based on the salesforce product they are matched with bug fix it properly handles the situation when an invoice is deleted in quickbooks, but salesforce doesn't know about it yet bug fix fixed the "too many soql queries" error during the sales order sync process when there were multiple levels of sub companies bug fix fixed "attempt to de reference a null object" error during account match when the quickbooks company display name was not set july 2022 3 13 adds invoice line item mapping for order products when creating invoices june 2022 3 12 global api enables users to choose which quickbooks instance should be processed against by passing in the quickbooks id june 2022 3 11 cosmetic change to pre invoice adds decimal separators for easier reading adds the ability to set a default product type in the item creation/match page bug fix if there were more than 5,000 sub companies, an error occurred during the "mass update account match" process bug fix there was an issue where duplicate invoices were created during the historical sync if they had the same invoice id may 2022 3 10 release for intuit's application compliance review for 2022 bug fix invoice sync was failing if an invoice had more than 200 line items may 2022 3 9 global api for payments (read, create, update) add the ability to set a default tax code for invoices bug fix account match of child companies was sometimes throwing the "attempt to de reference a null object" error apr 2022 3 8 global api for payments (read, create, update) apr 2022 3 7 bug fix item lookup was not always pulling from the correct connection when multi org was enabled apr 2022 3 6 allow product match for multi orgs apr 2022 3 5 internal release mar 2022 3 4 up to 3 custom fields can be passed from a salesforce invoice or sales order into quickbooks desktop mar 2022 3 3 bug item name and description disappeared when manually adding a new salesforce product as a line item on an invoice feb 2022 3 2 bug fix some vendors were not showing up when creating purchase orders and bills from salesforce, even though they were active in quickbooks feb 2022 3 1 updates product descriptions during the regular item sync adds an option to remove records from disconnected quickbooks orgs bug fix historical sync failed when a specific customer had more than 50,000 invoices ability to match sub companies during the auto match process jan 2022 3 0 bug fix there was a view state issue while trying to attach the pdf version of the invoice bug fix quickbooks company would not show if there were over 50k of invoices for a single company to fix this, we will not show the breadwinner charts if you have over 49k invoices for a single quickbooks company it displays a better error message when creating an invoice, but there is an issue on the quickbooks side ability to show all quickbooks items in the picklist in the item matching page and the create invoice page jan 2022 2 98 new enhancement to quickly select and link "all suggested matches" during the account match process jan 2022 2 97 add the ability to create a bill or po from the custom guided wizard with account selection from the child object new setup option to allow you to default the line item tax code during the guided wizard invoice creation dec 2021 2 96 updated the salesforce api version on the custom url generator so it displays newer objects in the picklist dec 2021 2 95 global api for customers (read, create, update) global api for vendors (read, create, update) global api for invoices (read, create, update) global api for sales receipts (read, create, update) custom apex generator for triggers released nov 2021 2 94 bug fix there was an issue when multiple discount items were displayed on an invoice oct 2021 2 93 bug fix items with no unit price were showing up in the product match when they shouldn't oct 2021 2 92 bug fix total amount was not updating correctly when line items were modified oct 2021 2 91 salesforce security review bug fix allow breadwinner administrator users to sync the quickbooks items oct 2021 2 90 map quickbooks item to salesforce product by mapping the sku/ product code of the quickbooks item record to the product code of the salesforce product mark the invoice as paid when a payment is applied by chargent support the line item class field in the custom guided wizard