How Breadwinner Syncs
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 hourly 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|
|QBO Invoices||All Invoices, including Invoices created before you synced with Breadwinner, Invoices created through Breadwinner, and even Invoices created Manually or through another QBO Add-On, are copied over to Salesforce and kept up to date, every hour.||Breadwinner Invoices|
|Salesforce Opportunities||You can create a QBO Invoice from a Salesforce Opportunity. If the Opportunity has Opportunity Products, those Opportunity Products will be used to pre-populate the QBO Invoice, so no double data entry is required. You can also create a QBO Invoice from a Salesforce Account or a custom object; Opportunities are not required to create a QBO Invoice.||QBO Invoices|
|Salesforce Products||At the time of Invoice creation, if a Salesforce Product does not have a corresponding QBO Product/Service (using the SF Product Code and QBO Product/Service name to match) then we will create a QBO Product/Service just in time. The Opportunity Product Name and Opportunity Product Description is mapped to the QBO Line Item Description.||QBO Product/Service|
|Salesforce Accounts||At the moment of Invoice Creation from within Salesforce, if a Salesforce Account is not already connected to a QBO Customer, then a corresponding QBO Customer will be created by Breadwinner. You can confirm the name and address of the QBO Customer to be created and edit it, or use the values pre-populated from Salesforce Accounts.||QBO Customers|
|QBO Customers||All QBO Customers are brought in to Salesforce during the initial sync, and every hour 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 QBO Customer as the basis to create a Salesforce Account.|
Please note, that we do not continue to directly sync QBO Customers to Salesforce Accounts after the creation of the Salesforce Account. Instead, we continue to sync the QBO Customer with the child object "Breadwinner Account Connection"
If an extra / duplicate Account is created by Breadwinner, do not delete it as we will instead re-create it the next sync. Instead, you can and should merge it with the original Account by using Salesforce's Account Merge Wizard. Salesforce's Merge Wizard is found by clicking on the Accounts tab and looking on the bottom right of the page.
Please see the Data ERD for more information.
|QBO Customers||While it's convenient to think of QBO Customers as syncing with Salesforce Accounts, instead this only happens once, and only if Breadwinner creates the Account.|
Instead, the QBO Customer really syncs with the Breadwinner Account Connection (also called the BAC). This is a master/detail child object under the Salesforce Account. We utilize this architecture as this allows us to connect a single Salesforce Account to multiple QBO Customers.
The Breadwinner Account Connection object is under the Account, but you may need to add its related list to the Account Page Layout. Do not delete the BAC as we refresh (and thus re-create) all BAC's and Invoices every week to ensure data integrity. However, you can reparent the BAC or merge Accounts together.
|Breadwinner Account Connection|
|QBO Product/Service||When you first integrate QBO with Salesforce using Breadwinner, you have the option to import all of your QBO Product/Services to Salesforce as Salesforce Products. We recommend you do this once, and then use Salesforce Products as your master data source.||Salesforce Products|
|QBO Invoice Line Items||A QBO Invoice Line Item is automatically imported along with the QBO Invoice. The QBO 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 hourly.
|Breadwinner Line Items|
|QBO Payments||A QBO 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 QBO Payments as Breadwinner Payments, which are Master-Detail Children of the BAC, 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 Payment up-to-date during our regular hourly sync.
|QBO Transactions||A QBO Transaction is used to allocate some or all of a Payment to an Invoice or Credit Note.|
We import all QBO Transactions as Breadwinner Payment Transactions, which are Junction Objects between the Breadwinner Payment Transaction and the Breadwinner Invoice. This object is updated from Quickbooks Online hourly, along with Breadwinner Payments.
|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 QBO to Salesforce is not offered at the Basic level. Please see the pricing page for more information.