The connection between Salesforce Products and QuickBooks Online products is a soft-connection.


We have a detailed video that explains much of below. We recommend you watch this video at 


https://breadwinner.wistia.com/medias/6w7sjrqlzd


Generally speaking,  Salesforce Products and QuickBooks Online products are treated independently and not synced. Instead, what we do is presume that a Salesforce Product and a QuickBooks Online Product is the same thing if the name of the two are identical.


Best Practices - Salesforce is your system of Record for Products


One best practice is to have Salesforce as your system of record for Products. Why? Salesforce can have Multiple Pricebooks, custom fields, product families, and so much more. The only place to keep this rich data is in Salesforce. QuickBooks Online can only hold a subset of this data, so your system of record should be Salesforce.


(The exception to this is Inventory - QBO should be where the inventory count is stored, as Salesforce has no native inventory management)


If you have lots of Products and Services in QuickBooks Online, and need this in Salesforce, then you can use our import tool from the Breadwinner tab to bring in all your QBO Products into Salesforce. We recommend you should do this just once, at the beginning of using Salesforce.


Best Practice - Have your Accountant Create new Products in QBO


Ideally, ask your accountant to create new Products in QBO. Why? Products must have a Revenue/Ledge code associated with them. Your salespeople probably won't know what this should be. So have your accountant import them.


Alternatively, at the moment of Invoice creation, we will create products in QBO if you don't have one already with that same exact name. Though it's best to set a default  Revenue/Ledge code in Breadwinner settings.