1: Install the Breadwinner App
Begin by installing the Breadwinner app from the Salesforce AppExchange. This app serves as the bridge between Salesforce and QuickBooks, enabling data synchronization and invoice creation.
2: Connect Salesforce and QuickBooks
Once installed, configure Breadwinner to connect your Salesforce and QuickBooks accounts. You will need QuickBooks admin credentials for this step.
Authenticate and authorize Breadwinner to access both systems, ensuring secure data transfer.
3: Create an Invoice in Salesforce
In Salesforce, navigate to the Opportunity or Account associated with the invoice.
Click on “New Invoice” or a similar option provided by Breadwinner, and fill out the necessary details such as customer information, billing items, and amounts.
4: Sync Invoice Data
Use Breadwinner’s synchronization capabilities to push the invoice data from Salesforce to QuickBooks.
Ensure that all data, including customer details and invoice line items, are accurately transferred.
5: Review and Finalize
In QuickBooks, review the imported invoice to ensure accuracy and completeness.
Make any necessary adjustments or additions directly within QuickBooks if required.
6: Send the Invoice
Once you are satisfied with the invoice details, use QuickBooks to send the invoice to your customer.
QuickBooks offers various delivery options, such as email or printing and mailing the invoice.
7: Track Payment and Follow Up
Use QuickBooks to monitor the payment status of the invoice.
Utilize Salesforce to set reminders and follow up with customers for timely payments.
Streamlining your invoicing process by integrating Salesforce with QuickBooks through the Breadwinner app is a time-saving and error-reducing solution. This guide has provided you with a quick overview of the steps involved in sending invoices seamlessly between these two powerful platforms. By leveraging this integration, you can enhance your financial processes and ensure a more efficient invoicing workflow for your business.