Note: This article displays images from Breadwinner for Xero, however the installation steps for Breadwinner for QuickBooks Online are the same, but the terminology may differ slightly.

Installing Breadwinner is as easy as 1-2-3:

1 - Download Breadwinner from the App Exchange and open the Breadwinner Setup Tab

2 - Connect Breadwinner to your Xero Accounting system - all you need is an administrative Username and Password

3 - Follow the easy installation steps and match your Xero Contacts to Salesforce Accounts

Now look at the Invoices Tab - all your Xero Invoices are visible in Salesforce! Invoices are color-coded according to their payment status:

Now, let’s look at the Accounts tab - Your invoices are also associated with Salesforce Accounts!