Demo of Breadwinner
These videos show some of the powerful features and solutions that a business gains when connecting Salesforce to QuickBooks Online using Breadwinner for QuickBooks Online. Learn more about how your business can benefit and book a personalized demo with one of our team members.
Breadwinner for QuickBooks Online Demo
Breadwinner for QuickBooks Online allows your team to access the client’s current financial health, raise invoices, as well as add and edit new contacts.
In this video, you will see how easy it is to add a new QuickBooks Online company and create a new invoice using our guided invoice creation wizard.
Pre-populated fields such as preferred terms, discount, and tax rates among others may be set. Once the invoice has been created, you can save it as a draft or simply download a PDF version of it and send it by email. The invoice will be reflected back into QuickBooks Online.
Breadwinner for QuickBooks Online simplifies and speeds up processes that could otherwise be tedious work.
Understanding QuickBooks Online Products
In this video, you will be given a more in-depth view on how to create an invoice using opportunity products as well as how to create a blank invoice where you’re not using any opportunity products.
You will also learn how to create a new product or service in QuickBooks Online if that new product only exists in your Salesforce account.
The video also discusses the one time feature of how to import all of your products and services from QuickBooks Online into Salesforce within a few clicks.
Address Sync for QuickBooks Online
Client contact information discrepencies are unfortunately a common occurance within businesses.
Breadwinner for QuickBooks Online will not only highlight these discrepencies for you but will give you control on correcting all of the company details line by line by using the information from either Salesforce or QuickBooks Online. The choice is yours.