An intuitive and flexible solution
Bring QuickBooks Online data into Salesforce for complex reporting needs. Create dashboards in Salesforce on your QuickBooks Online Receivables and distribute those reports and dashboards to the entire team.
Remove constraints from limited logins or security concerns while setting appropriate work levels. Allow any or all staff to view select Accounting Data in either a Read-Only or Read-Write permission framework.
With Breadwinner, field mappings are pre-configured and data is imported automatically and smoothly. Invoice Creation is accomplished via our guided Invoice creation wizard, allowing for immediate payoff.
Create an invoice with ease
Create Invoices from Account, Opportunity, and Order objects.
INVOICE CREATION FROM ANYWHERE
Create QuickBooks Online Invoices from within Salesforce, initiating creation from an Account, Opportunity, Order, or any custom object.
Breadwinner pre-populates the Invoices from your Salesforce records, and their child records, so that Invoice creation is easy and intuitive.
POPULATE INVOICES AUTOMATICALLY
Configure your QuickBooks Online invoice from within Salesforce. Breadwinner can pull data from default fields, or set your own fields for due date, discounts, price, tax rates, and QuickBooks Online custom fields. Opportunity Products, by default, become Invoice line items.
Invoices can be created, or even created and emailed to customers via QuickBooks Online. This feature allows customers to pay easily as the Invoice from QuickBooks Online will include the payment link.
Valuable and powerful client information at the ready
Access QuickBooks Online data from Salesforce.
VIEW INVOICES IN SALESFORCE
Improve communication and reduce friction between departments, saving time for everyone involved.
Allow your sales and support teams to view the client’s latest financial status in Salesforce, including any overdue invoices. Speed up payment collections and reduce the average days of overdue invoices.
SEE QUICKBOOKS ONLINE COMPANIES
Avoid using inaccurate Billing and Shipping information by allowing your team to edit client details.
As well as displaying your QuickBooks Online Customers and Vendors contact details, Breadwinner shows all QuickBooks Online custom fields, parent-child company relationships. Breadwinner also allows you to connect a Company to a Salesforce Account.
Stay informed with accurate data in real-time
Live two-way syncing between QuickBooks Online and Salesforce improves the sales cycle and boosts productivity for your sales and finance teams.
INVOICE STATUS TRACKING
All invoices are visible to your entire team, so everyone can see which Invoices have been paid, are due, or are overdue. This allows for easier collections and faster time to payment.
Due and overdue amounts can be seen at either the Invoice level (for individual Invoices) or at the aggregate level (by Salesforce Account).
Identify and immediately resolve address differences between Salesforce and QuickBooks Online, while preserving complex relationships (the ability to have multiple QuickBooks Online companies associated with a single Salesforce Account). This sync also eliminates double data entry and saves staff valuable time.