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Breadwinner - General

What are the requirements for Breadwinner?
To see the requirements for your Salesforce edition and accounting package edition, please see the Requirements page on our website by clicking on one of...
Wed, 16 Oct, 2019 at 7:37 AM
Connecting Salesforce Accounts to more than one Customer
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 Security and Permissions - Adding users to Breadwinner
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
Can I use Xero / QuickBooks Online Quotes?
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
Do not use validation rules on the Invoice
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
How Do I Run Reports on Breadwinner Invoices?
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
Impact of State and Country picklists on Breadwinner
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
Breadwinner syncs but does Not Create Credit Notes
Summary Breadwinner will pull in Credit Notes (sometimes called Credit Memos) from your accounting system, but for security reasons, Breadwinner does not c...
Wed, 29 May, 2019 at 7:30 AM
Breadwinner can Create Invoices from Custom Objects
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
Formatting Messages Displayed on Invoices - Adding new lines and spaces
Breadwinner allows you to populate fields on the Invoice, Bill and Purchase Order from Opportunity fields and Opportunity Product fields (and even custom...
Wed, 9 Oct, 2019 at 9:57 AM