This article is only relevant if you have Breadwinner Multi-Org


Multi-Org Fields


Some fields are only relevant if you are connecting to more than one Xero or QuickBooks Online org. For instance, there's no need to show your accounting org name as there is only one!


But, you may wish to expose these fields if you set up Multi-Org.


Account and Opportunity Page Layouts

On the Account and Opportunity page layout, you can edit the related lists so that the accounting package name is visible when looking at the Invoices.


(the above shows Xero, but this is the same if you have Breadwinner for QuickBooks Online)


  • Click the Wrench (Spanner)
  • Move the Xero Org Name (or QuickBooks Online Org Name) out of Available Fields to Selected Fields
  • Click Save


Do this on both the Account and Opportunity Page Layouts


Invoice Views


You may wish to edit the Invoice Views to show Xero Org Name / QuickBooks Online Org Name.