Redmine Quickbooks Online

A plugin for Redmine to connect to Quickbooks Online

The goal of this project is to allow Redmine to connect with Quickbooks Online to create Time Activity Entries for billable hours loged when an Issue is closed.

Disclaimer

Note: Although the core functionality is complete, this project is still under development & the master branch may be unstable. Tags should be stable and are recommended

Use tags for the following Redmine Versions

• Version 2.0.0+ for Redmine 5+
• Version 1.0.0+ for Redmine 4+
• Version 0.8.1 for Redine 3

Features

• Issues can be assigned to a Customer via drop down in the edit Issue form
  • Once a customer is attached to an Issue, you can attach an Estimate to the issue via a drop down menu
• Employee is assigned to a user via a drop down in the user admistration page.
• IF an Issue has been assined a Customer when an Issue is closed the following will happen:
  • A new Time Activity will be billed agaist the Customer assinged to the issue for each Redmine Time Entery.
  • Time Entries will be totalled up by Activity name. This will allow billing for diffrent activities without having to create seperate Issues.
  • The Time Activity names are used to dynamically lookup Items in Quickbooks.
  • IF there isn't any Items that match the Activity name it will be skipped, and will not be billed to the Customer
  • Labor Rates are set by corresponding the Item in Quickbooks
• Customers Can be created via the New Customer Page
  • Customers can be searched by name or phone number
  • Basic information for the Customer can be viewed/edit via the Customer page
• Webhook Support
  • Invoices are automaticly attached to an Issue if a line item has a hashtag number in a Line Item
  • Invoice Custom Fields are matched Issue Custom Fileds and are automaticly updated in Quickbooks. For example, this is usefull for extracting the Mileage In / Out from the Issue and updating the Invoice with the information.
  • Customers are automaticly updated in local database

Prerequisites

• Sign up to become a developer for Intuit https://developer.intuit.com/
• Create your own aplication to obtain your API keys
• Set up webhook service to https://redmine.yourdomain.com/qbo/webhook

The Install

1. To install, clone this repo into your plugin folder & checkout a tagged version

   git clone git@github.com:rickbarrette/redmine_qbo.git

   then

   git checkout <tag>

2. Migrate your database

   rake redmine:plugins:migrate RAILS_ENV=production

3. Navigate to the plugin configuration page and suppy your own OAuth key & secret.

4. After saving your key & secret, you need to click on the Authenticate link on the plugin configuration page to authenticate with QBO.

5. Assign an Employee to each of your users via the User Administration Page

Usage

To enable automatic Time Activity entries for an Issue , you need only to assign a Customer to an Issue via drop downs in the issue creation/update form.

Note: After the inital synchronization, this plugin will recieve push notifications via Intuit's webhook service.

TODO

• Add Setting for Sandbox Mode
• Seperate Vehicles into a seperate plugin (I use redmine for my automotive shop management 😉)
• MORE Stuff as I make it up...

License

The MIT License (MIT)

Copyright (c) 2016 - 2022 rick barrette

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.