This help article is for people who want to test Breadwinner for QuickBooks Online and they want to use their live, production QuickBooks Online org and data, but they don't want to make any changes or alterations to their QuickBooks Online org.

Doing so is entirely possible and fairly easy. Unless you click one of three buttons in Breadwinner, you will not make any alterations to your QuickBooks Online. Breadwinner will make lots of changes to Salesforce, which is why we recommend you test this in a Salesforce Sandbox or a free Salesforce Dev Org.

However, if you have more than approximately 500 QuickBooks Customers, then you will fill up your Developer org pretty quickly as Salesforce Developer Orgs don't have much storage capacity. In that case use a Sandbox or a free Salesforce 30 Day Trial.

 

It's OK to click the "New Invoice" button.

It's OK to click the New Invoice button, but the buttons you see after the New Invoice button are the ones you should be careful with.

Do Not Click "Create Invoice in QuickBooks Online"

To get to this page, click the 'New Invoice' button on the Invoices related list on the Account or Opportunity page. And then can click Next confirming the QuickBooks Online Customer. But do not click the blue button marked "Create Invoice in QuickBooks Online" shown below.



 

Do not click "Create QuickBooks Online Customer"

To get to this page, you can click the 'New Invoice' button on the Invoices related list on the Account or Opportunity page. If you then click select the radio button "Create a new QuickBooks Online Customer" and then click Next, you will see this screen. If you reach this screen, do not click the blue button marked "Create QuickBooks Online Customer" shown below.



 

Do not click "Next" if "Create a new Product/Service in QuickBooks" is selected.

To get to this page, you can click the 'New Invoice' button on the Invoices related list from an Opportunity - if that Opportunity has Products that aren't in QuickBooks Online already.

If you then select the radio button "Manually Match to Existing Product/Service", then QuickBooks Online will not be affected. However, if you select "Create a new Product/Service in QuickBooks" then Breadwinner will create a new Product/Service, thus affecting your QuickBooks Online Data.

To ensure you do not change your QuickBooks Online data, if you see this popup, make sure you select "Manually Match to Existing Product/Service" for all Products.