Please note, if you have Salesforce Enterprise edition or higher, or Salesforce Professional with the API enabled, Breadwinner will configure your page layouts for you in just a few clicks from the Breadwinner Setup tab.
However, if you have Salesforce Professional without the API (as is typical for Salesforce Trial Orgs) then you will need to follow the instructions below.
Account Page Layout
Add a Section to your Account Page, called Breadwinner. In that section, put 7 fields:
- BW Account Status
- Total Amount Overdue
- Total Amount Due
- Total Amount Invoiced
- Total Amount Paid
- Total Amount Credited
- Total Unallocated Credit
Then add another section directly below the first one, titled Breadwinner Charts. This section should be hidden (uncheck the two checkboxes for Display Section Header on:) and, most importantly, select the 1-Column layout. In that section, add the VisualForce page BreadwinnerAccountCharts.
Then, add two related lists to the Account Page layout. Add the QuickBooks Invoices related list (typically near the top of the related lists) and add the Affiliated QuickBooks Online Companies related list (typically near the bottom of the page).
Opportunity Page Layout
Add a Section to your Opportunity Page, called Breadwinner. In that section, put 4 fields:
- Total Amount Overdue
- Total Amount Due
- Total Amount Invoiced
- Total Amount Paid
Then, add the QuickBooks Invoices related list (typically near the top of the related lists) to the Opportunity Page Layout.