How does Breadwinner sync QuickBooks Desktop, QuickBooks Online and QuickBooks Enterprise 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 object. And we update Salesforce within a few minutes from QuickBooks, so your Salesforce data is always accurate.
Breadwinner treats QuickBooks as your master storage and brings a perfect copy of that information into Salesforce. Breadwinner also creates QuickBooks 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 Invoices||All Invoices, including Invoices created before connecting with Breadwinner, Invoices created through Breadwinner, and even Invoices created manually or through another QuickBooks 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 Invoice from a Salesforce Opportunity. If the Opportunity has Opportunity Products, those Opportunity Products will be used as defaults to pre-populate the QuickBooks Invoice, so no double data entry is required. You can also create a QuickBooks Invoice from a Salesforce Account or a custom object; Opportunities are not required to create a QuickBooks Invoice. This is an on-click sync.||QuickBooks Invoices|
|Salesforce Products||At the time of Invoice creation, if a Salesforce Product does not have a corresponding QuickBooks Product/Service (using the SF Product Code and QuickBooks Product/Service name to match) then Breadwinner will create a QuickBooks Product/Service just in time. The Opportunity Product Name and Opportunity Product Description is mapped to the QuickBooks Line Item Description. This is on-click sync.||QuickBooks Product/Service|
|Salesforce Accounts||At the moment of Invoice Creation from within Salesforce, if a Salesforce Account is not already connected to a QuickBooks Customer, then a corresponding QuickBooks Customer can be created by Breadwinner. You can confirm the name and address of the QuickBooks 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 Customers
|QuickBooks Customers||All QuickBooks Customers are brought into Salesforce immediately after connecting QuickBooks 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 Customer as the basis to create a Salesforce Account.|
Please note, that we do not continue to directly sync QuickBooks Customers to Salesforce Accounts after the creation of the Salesforce Account. Instead, we continue to sync the QuickBooks Customer with the child object "QuickBooks 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 Customers||While it's convenient to think of QuickBooks Customers as syncing with Salesforce Accounts, instead of this only happens once, and only if Breadwinner creates the Account.|
Instead, the QuickBooks Customer really syncs with the QuickBooks 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 Customers.
The QuickBooks 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 Companies as we refresh (and thus re-create) all QuickBooks Companies and Invoices every week to ensure data integrity. If QuickBooks Customer is matched with an incorrect Salesforce Account, you can reparent the QuickBooks Companies. This is an automatic sync.
|QuickBooks Product/Service||After you integrate QuickBooks with Salesforce using Breadwinner, you have the option to import all of your QuickBooks 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 Invoice Line Items||A QuickBooks Invoice Line Item is automatically imported along with the QuickBooks Invoice. The QuickBooks 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 Payments||A QuickBooks 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 Payments as Breadwinner Payments, which are Master-Detail Children of the QuickBooks 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 Transactions||A QuickBooks Transaction is used to allocate some or all of a Payment to an Invoice or Credit Memo.|
We import all QuickBooks 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 Companies to Salesforce is not offered at the Basic level. Please see the Breadwinner for QuickBooks pricing page for more information.