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Breadwinner for QuickBooks Online

Editing QuickBooks Online Companies from within Breadwinner / Salesforce
Creating and Editing QuickBooks Online Companies Breadwinner has always had the ability to create QuickBooks Online Companies from Salesforce Accounts. Now...
Thu, 10 Oct, 2019 at 9:06 AM
How Credit Memos (Credit Notes) work in QuickBooks Online
Overview Breadwinner brings in all Credit Memos to Salesforce automatically. For security, Breadwinner does not allow your Salesforce Users to create C...
Fri, 11 Oct, 2019 at 7:36 AM
Moving Invoices and QuickBooks Online Companies to a different Salesforce Account
Background Breadwinner associates a QuickBooks Online Company with a Salesforce Account first, and then any Invoices under that QuickBooks Online Company a...
Wed, 16 Oct, 2019 at 6:01 AM
Set the Shipping Address on the Invoice
If have a customer with one billing address, but multiple shipping addresses, Breadwinner can populate shipping fields on the Invoice (or Sales Receipt) ...
Thu, 6 May, 2021 at 8:05 AM
Limiting which Invoices Sync with Salesforce / Breadwinner
Breadwinner can selectively sync Invoices, based on QuickBooks Online Company It is possible to have all of the invoices from a specific QuickBooks Online ...
Fri, 4 Oct, 2019 at 3:25 AM
Order of Priority for Pre-Populating Default Values
Breadwinner follows a set of rules, or criteria when determining what is pre-populated in the Invoice Creation stage and what is finally passed to QuickB...
Fri, 22 Nov, 2019 at 12:56 AM
Customizing the Breadwinner Invoice and Contact Layouts
In a recent release, Breadwinner updated the QuickBooks Online Customer and Invoice page layouts. Most of our customers are happy with the change, however, ...
Fri, 19 Jul, 2019 at 5:09 AM
How to Unmatch a Salesforce Product from a QuickBooks Item
You can easily unmatch a Salesforce Product by removing its "QuickBooks Item" lookup value. This disconnects the link between the Salesforce Produ...
Thu, 27 May, 2021 at 10:58 AM