Breadwinner - General
Why Grant Access? Allows us to log in to your account and determine the exact issue you're having No need to share a username or password (you should...
Tue, 23 Feb, 2021 at 5:27 AM
To see the requirements for your Salesforce edition and accounting package edition please click on the relevant link: Breadwinner for Xero Breadw...
Wed, 31 Mar, 2021 at 9:46 AM
This article applies to Breadwinner for Xero and Breadwinner for QuickBooks Online. Screenshots may show one or the other, but this works with both. Co...
Wed, 16 Oct, 2019 at 8:01 AM
Breadwinner can be used by all Salesforce Users. However, your Salesforce Security settings can either enable or prevent users and profiles from reading ...
Wed, 16 Oct, 2019 at 8:02 AM
Xero calls them Quotes, QuickBooks Online calls them Estimates. You might call them proposals or bids. In any case, we recommend you do not use the Quoti...
Wed, 29 May, 2019 at 7:28 AM
We strongly recommend you do not use validation rules on the Invoice object. You may of course choose to do this, but if you do we are unable to support ...
Wed, 29 May, 2019 at 7:29 AM
Short Version When Breadwinner is installed, three standard report types are created in the "Other" Reports section. Additionally, you can create...
Wed, 16 Oct, 2019 at 8:06 AM
Background Breadwinner creates Salesforce Accounts at two times. During the user-initiated process called the initial Account Sync, immediately after ins...
Thu, 20 Jun, 2019 at 9:04 AM
Summary Breadwinner will pull in Credit Notes (sometimes called Credit Memos) from your accounting system, but for security reasons, Breadwinner will no...
Tue, 8 Dec, 2020 at 5:39 AM
Overview Breadwinner can create Invoices, as well as any Line Items or parent companies, in your Accounting System. There are three typical scenarios w...
Wed, 16 Oct, 2019 at 8:08 AM