How does Breadwinner sync QuickBooks Online with Salesforce?
No Mapping Required
Breadwinner can be installed and configured in minutes, with no mapping required! This is possible because we have dedicated objects in Salesforce that perfectly represent a corresponding QuickBooks Online object. And we update Salesforce within a few minutes from QuickBooks Online, so your Salesforce data is always accurate.
Breadwinner treats QuickBooks Online as your master storage and brings a perfect copy of that information into Salesforce. Breadwinner also creates QuickBooks Online Customers, Invoices, and Products/Services from Salesforce records, in just a few clicks in Salesforce.
|This Object||is mapped at this time in this manner||To this Object|
|QuickBooks Online Invoices||All Invoices, including Invoices created before connecting with Breadwinner, Invoices created through Breadwinner, and even Invoices created manually or through another QuickBooks Online Add-On, are copied over to Salesforce and kept up to date, every few minutes. This is an automatic sync.||Breadwinner Invoices|
|Salesforce Opportunities||You can create a QuickBooks Online Invoice from a Salesforce Opportunity. If the Opportunity has Opportunity Products, those Opportunity Products will be used as defaults to pre-populate the QuickBooks Online Invoice, so no double data entry is required. You can also create a QuickBooks Online Invoice from a Salesforce Account or a custom object; Opportunities are not required to create a QuickBooks Online Invoice. This is an on-click sync.||QuickBooks Online Invoices|
|Salesforce Products||At the time of Invoice creation, if a Salesforce Product does not have a corresponding QuickBooks Online Product/Service (using the SF Product Code and QuickBooks Online Product/Service name to match) then Breadwinner will create a QuickBooks Online Product/Service just in time. The Opportunity Product Name and Opportunity Product Description is mapped to the QuickBooks Online Line Item Description. This is on-click sync.||QuickBooks Online Product/Service|
|Salesforce Accounts||At the moment of Invoice Creation from within Salesforce, if a Salesforce Account is not already connected to a QuickBooks Online Customer, then a corresponding QuickBooks Online Customer can be created by Breadwinner. You can confirm the name and address of the QuickBooks Online Customer to be created and edit it, or use the values pre-populated from Salesforce Accounts and it's related Contacts. This is an on-click sync.||QuickBooks Online Customers
|QuickBooks Online Customers||All QuickBooks Online Customers are brought into Salesforce immediately after connecting QuickBooks Online with Breadwinner and every few minutes from then on. If there is no corresponding Salesforce Account that we can identify (or that you can identify if during the initial sync), then we will use the QuickBooks Online Customer as the basis to create a Salesforce Account.|
Please note, that we do not continue to directly sync QuickBooks Online Customers to Salesforce Accounts after the creation of the Salesforce Account. Instead, we continue to sync the QuickBooks Online Customer with the child object "QuickBooks Online Companies".
If an extra / duplicate Account is created by Breadwinner, merge it with the original Account by using Salesforce's Account Merge Wizard. This is an automatic sync.
Please see the Data ERD for more information.
|QuickBooks Online Customers||While it's convenient to think of QuickBooks Online Customers as syncing with Salesforce Accounts, instead of this only happens once, and only if Breadwinner creates the Account.|
Instead, the QuickBooks Online Customer really syncs with the QuickBooks Online Companies. This is a lookup object under the Salesforce Account. We utilize this architecture as this allows us to connect a single Salesforce Account to multiple QuickBooks Online Customers.
The QuickBooks Online Companies object is under the Account, but you may need to add its related list to the Account Page Layout. Do not delete the QuickBooks Online Companies as we refresh (and thus re-create) all QuickBooks Online Companies and Invoices every week to ensure data integrity. If QuickBooks Online Customer is matched with an incorrect Salesforce Account, you can reparent the QuickBooks Online Companies. This is an automatic sync.
|QuickBooks Online Companies
|QuickBooks Online Product/Service||After you integrate QuickBooks Online with Salesforce using Breadwinner, you have the option to import all of your QuickBooks Online Product/Services to Salesforce as Salesforce Products. We recommend you do this once, and then use Salesforce Products as your master data source. This is an on-click sync.||Salesforce Products|
|QuickBooks Online Invoice Line Items||A QuickBooks Online Invoice Line Item is automatically imported along with the QuickBooks Online Invoice. The QuickBooks Online Invoice Line Item is saved as a separate object under the Breadwinner Invoice object as a Breadwinner Line Item. This is a Master-Detail relationship.|
This object is updated from Quickbooks Online for every few minutes. This is an automatic sync.
|Breadwinner Line Items|
|QuickBooks Online Payments||A QuickBooks Online Payment is used to store a payment received against a customer. This might represent a payment towards one or more than one invoices, or a partial or full credit to be applied to later. |
We import all QuickBooks Online Payments as Breadwinner Payments, which are Master-Detail Children of the QuickBooks Online Companies, and also have a lookup to the Account to allow all Payments to optionally be seen on the Account Related List (you must add this related list yourself). We keep the Breadwinner Payments up-to-date for every few minutes. This is an automatic sync.
|QuickBooks Online Transactions||A QuickBooks Online Transaction is used to allocate some or all of a Payment to an Invoice or Credit Memo.|
We import all QuickBooks Online Transactions as Breadwinner Payment Transactions, which is Junction Object between the Breadwinner Payment and Breadwinner Invoice. This object is updated from Quickbooks Online for every few minutes, along with Breadwinner Payments. This is an automatic sync.
|Breadwinner Payment Transactions|
Please note that all of the above is offered at the Professional and Enterprise level. However, the syncing of Payments, Payment Transactions, and Line Items from QuickBooks Online Companies to Salesforce is not offered at the Basic level. Please see the Breadwinner for QuickBooks Online pricing page for more information.