Technical Resources for Consultants & Developers

Breadwinner is designed to be enhanced by developers. We provide QuickBooks Online data in native and custom Salesforce objects. You can further add formulas, Apex roll-ups, workflow and triggers.

We have tried to put resources on this page to help you.

Breadwinner ERD

Breadwinner consists of two objects, an Invoice object (which is a perfect copy / slave record of the QBO Invoice object), and the Breadwinner Account Connection object (also known as the BAC object, which is a perfect copy / slave record of the QBO Customer object).

Additionally, Breadwinner has a number of Protected (Hidden) Custom Settings, which also replicate data such as the QBO Revenue Accounts, and the QBO Product/Services. We store the QBO Product/Services in Breadwinner because they are needed when creating a ‘blank’ Invoice rather than an Invoice pre-populated with Opportunity Products.

The Invoice and BAC objects in Salesforce should never be changed in Salesforce. Once created, they should be changed in QuickBooks Online. Within an hour of being updated in QBO, they will be updated in Salesforce.

Additionally, Breadwinner can create QuickBooks Online Product/Services based on Opportunity Products. We will create a corresponding QBO Product/Service in QBO based on the Opportunity Product Code. We create QBO Product/Services on demand at the time of Invoice Creation. QBO Product/Service creation happens in the background, and is transparent to the end user.

If you need to bring QBO Product/Services into Salesforce as Opportunity Products, you can do so as a one-time operation from the Breadwinner tab. Once QBO Product/Services are imported as Opportunity Products, we strongly recommend using Opportunity Products as your master data set, rather than QBO. This is because Opportunity Products have a more sophisticated structure in Salesforce, and also because we can create (if needed) QBO Product/Services at the time of Invoice creation in just a few clicks.

 

Click on the image to see the full-sized ERD for Breadwinner for QuickBooks Online.

Click on the image to see the full-sized ERD for Breadwinner for QuickBooks Online.

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