This video was recorded using Breadwinner for Xero, but it applies equally to Breadwinner for QuickBooks Online.




Text Summary

Here's the summary of what was discussed in the video.


Many people ask how their staff will know to create the Invoice under the correct Accounting Entity, if you have Breadwinner Multi-Org.


We advise people to think about putting the Invoice under the correct Customer. And, because a Customer is already 'under' an Accounting Entity, the Invoice will also be under the correct Accounting Entity.


When creating an Invoice, you can either select an existing Customer associated with that Salesforce Account, or you can create a new Customer (and at the same time, specify which Accounting Entity the Customer should be under).


Breadwinner also handles currency issues, all behind the scenes and without any configuration.