Automating Quickbooks from the Cloud

For all the benefits working in the cloud provides, sometimes migrating every aspect of your business operations to cloud services is not an option.  What do you do when your CRM and Project Management are cloud based, but you need to move data back to Quickbooks on the desktop?

One answer: get in touch with Interlock IT.

Our client had already switched their Contact and Project management to Norada's Solve CRM when they did just that:

I would like to integrate the Solve CRM API with Quickbooks to automate our workflow bidirectionally between Solve CRM and Quickbooks. We use Quickbooks Enterprise Construction Edition.

Our first response was to rule out other options, couldn't we move accounting into the Cloud? Specific features of the Quickbooks Contractor edition were mission critical; there was no direct cloud replacement. Xero, Quickbooks Online, and Freshbooks would not meet their needs at this time.

Enter the Quickbooks Web Connector, a legacy application released by Intuit, the makers of Quickbooks, designed to allow desktop editions of Quickbooks to communicate with web-applications, also known as the Cloud!

Armed with a method of communicating with Quickbooks on the desktop, we dug into the clients specific needs and developed the solution below.

Setting a Revenue Opportunity to "Won" in Solve CRM kicks off the process.

When a revenue opportunity is marked Won in Solve CRM, the following occurs automatically:

• Instantly create a Customer and Job in Quickbooks with details from the Solve CRM Company record.
• Add an Estimate to the Job and convert it to a Sales Order, using details from the revenue opportunity.

Details from Company record and Opportunity are synced into Quickbooks.

Now the accounts team can take over and work with the project in Quickbooks, tracking progress and financial details on the automatically created job in Quickbooks.

Finally, our system syncs financial report figures back into Solve CRM, allowing for reports on project finances to be generated entirely from data in the Cloud, avoiding a time consuming manual process of matching Quickbooks reports with Solve CRM Opportunities.

Later, Quickbooks report values are synced back into Solve CRM automatically, simplifying project based reporting.

The technology stack used to implement this solution consists of Google Apps Script and Python on the Google App Engine.  Webhooks triggered from within Solve CRM call out to a Google Apps Script living on Google Drive.  The Apps Script processes the Webhook and determines the required action. If Quickbooks related actions are required, the Apps Script passes the request onto the Google App Engine application, which handles SOAP based communication with Quickbooks, using QBXML.

The Quickbooks Web Connector polls the App Engine application and consumes any new actions that have been passed from Apps Script, returning results to the App Engine. The App Engine then feeds data back into Solve when necessary.

The end result is an integrated solution that saves time, reduces errors, and provides staff access to important financial data direct from Quickbooks!

Try Solve CRM for Free.

Google Docs merging with Norada's Solve360 CRM

With the introduction of add-ons to Google Docs and Sheets last month, Google has greatly simplified what used to require the manual copying and pasting of Google Apps Script code.

Our most-often recommended CRM product, Norada's Solve360, has now introduced their own add-on for Google Docs that allows you to create merged documents and labels from records that already exist in your Solve360 database. We've tested it, and it works very well, with a couple of caveats. The biggest is that you can't create a form letter and mass-email it to your contacts; you can only email a merged document to an individual contact. Additionally, the merged document is attached to an outgoing email as a PDF.

Before you can start merging, you have to lay the groundwork for these new features. If your Google Apps domain is on Scheduled Release rather than Rapid Release, you'll need to manually enable add-ons for your users through your admin control panel. Next, either search "Solve360 CRM" in the add-on store or click this link to open the add-on's page. Click the  button in the top right-hand corner of the page, follow the prompts, and the add-on will be installed for you, though it could take up to an hour if you're adding it to an existing document.

Note that add-ons are installed on user accounts and are not domain-wide; if you want all your employees to have access to this feature, they each need to enable the add-on.

Most often when you're merging from a CRM to generate a document, it's some sort of form letter that is semi-personalized for multiple recipients. In this case, you'll need to change the first drop-down box in the add-on control panel to "set of documents" from its default, "documents". (If you want to create a single form document, feel free to leave this setting at its default; Norada has some great help docs here that you can follow.)

This feature works best if you use Category Tags to separate your contacts into appropriate groups. For this example, we'll use our "Customer-Google Apps" tag:

After clicking "Load records", we're presented with a brief summary of the number of contacts (in this case) that we'll be merging. You can see that our category tag contains 206 contacts that match the tag "Customer-Google Apps".

Switch back to your document and write out your message. Make sure that you write it in such a way that you can simply drop your Solve360 fields in place using the "Insert fields" button to insert the appropriate Solve360 fields into your message, like the document below.

Click "Create document" and wait for the system to chew through all the records (it could take a little while). You can now view the merged document in Google Docs or download it as a PDF. To send multiple messages, open the merged document in Google Docs, select the first merge, and copy and paste it into an email.

Google Docs and Sheets add-on functionality will only grow as the services become more full-featured, so if there's something you want to do with Google Docs that you couldn't in the past, check them out.

There are already dozens of add-ons available and they've only been around for a month!

Introducing the new Google bar and restoring Single Sign On (SSO) for Marketplace Apps

Google Apps is a constantly-evolving suite of the best web applications for businesses. As part of their quest to always make everything just a little bit better, Google recently rolled out a new navigation option that replaces the old Google bar.

The new Google bar.

The new app launcher replaces the traditional black navigation bar with a simple grid that is designed to keep the experience consistent across Android, Chrome OS, and the web. The complaint we've heard is that you now need at least one extra click and sometimes two in order to get to services that you used to be able to get to very quickly. As well, all your Google Apps Marketplace applications are hidden under the grey "More" link. We've had multiple customers contact us saying the links have simply disappeared, because it's not immediately obvious where they might be.

Not a big fan of the new navigation system? Not to worry! There is a way to avoid all the hunting, and it involves taking advantage of the excellent Bookmark Bar in the Chrome web browser. If you're using Chrome, press Ctrl+Shift+B (on Windows and Chrome OS) or ⌘-Shift-B (on a Mac) to show or hide the bar; you'll see it appear or disappear beneath the address bar if you've done it right. To add a bookmark to this bar, follow the instructions below (these show you how to add a single sign-on bookmark for Solve360):

1. Click the Chrome menu button () on the browser toolbar.
2. Select Bookmarks.
3. Select Bookmark manager. You can also get to the Bookmark manager by using the hotkey Ctrl+Shift+O (on Windows and Chrome OS) or ⌘-Shift-O (on a Mac).
4. Right-click on Bookmark bar in the left-hand navigation pane and click Add page....
   
5. Name it Solve360 and paste this URL: https://secure.solve360.com/marketplace/?domain=yourdomain.com (where yourdomain.com is replaced with your primary domain name).
   
6. Press Enter. You're done!

Now you'll have one-click access to Solve360 from anywhere in your browser, not just from your inbox. You can also hold down Shift while you click the bookmark to open it in a new window, and Ctrl+Click or click with your middle mouse button to open it in a new tab.

You can configure the same functionality for other services, such as FreshBooks (https://secure.freshbooks.com/google.php?domain=yourdomain.com) and Xero (https://login.xero.com/Signin/SignInWithGoogle?domain=yourdomain.com).

All you need is the URL that the service redirects to as soon as you click a link. Need help finding out exactly what that is? Contact us and we can do all the heavy lifting for you!

Generating quotes with Google Apps Script and Solve360

Norada's Solve360 CRM is a low cost but very fully-featured cloud-based CRM, and while it integrates deeply with Google Apps, it still needs some custom work every now and then to unlock its full potential. Luckily, we can offer it a helping hand by leveraging the Solve360 API and Google Apps Script.

Rick Klassen of Klassen Specialty Hydraulics contacted us at InterlockIT.com to see if we could streamline the "tedious" quoting system that they had been using: searching for a similar quote, editing it manually to reflect the new requirements, and then saving it to a new folder on a local server, all followed by opening a spreadsheet that doubled as a database and adding the details of the new quote. And forget about trying to create a new quote from a mobile device or when you were out of the office!

We found that with a bit of custom work, we could make Rick's life much easier, and that's exactly what we did. Here's how.

To start, we need to establish the conditions that allow Solve360 and Google Apps to talk to each other--we want to automate repetitive things, so an activity template is used in Solve360. We insert it, and kick off the first of two scripts by clicking "Create new quote":

Insert an activity template to get started.

Now we can use Google Forms to gather the information we need.

The first stage of our quote generator. This particular utility has a number of these pages, with various branches of logic.

Once the user submits the Google Form, the second script is executed. The second script processes the latest submission, reading it from the spreadsheet in which Google Form submissions are saved, and performs a number of actions on it. In a later blog post, we'll detail exactly how some of the scripts work.

Success!

The user receives the above email and in one click can view the completed quote, an excerpt of which is below. It's a live Google Document so the user can continue to make changes to the quote.

Finally, the Solve360 record for the contact is once more updated. This time we can see that the script has added two follow-ups with different dates, created a direct link back to the above Google Document so it can be reached quickly and easily, and inserted an Opportunity record that allows you to track the progress of the deal as it moves forwards.

Here are the final activities that the script adds to the Solve360 record.

As Rick told us, "We have a powerful and flexible solution that not only saves time in the quote creation process, but takes care of the data entry, management, and even reminds our sales people to follow up - all automatically." Creating quotes can now be done from anywhere with an internet connection, and everyone who needs access has it right away.

"These days my colleagues and I can create quotes in a snap (from desktop or mobile), and we each get an email whenever a new quote has been created so we can collaborate on it in real-time, then send it to the customer. This can all happen in a matter of minutes from start to finish."

All this is done in the background, completely transparently to the user, and takes the hard work out of creating quotes, leaving you to focus on the important things—like closing the deal.

Show your customer addresses on Google Maps

Do a Google Search on mapping customer addresses and you'll get all sorts of overly complicated ways to do it with third party stuff, etc.

Google Spreadsheets does it very easily "out of the box", well that is... in the cloud for free.

Follow these steps published by Google: http://support.google.com/docs/bin/answer.py?hl=en&answer=91601 to use a gadget for mapping addresses from the rows of a Google Spreadsheet.  Last column as tooltip is how you can show the customer name.

In our case we used a Google Apps Script to populate the rows of the Google spreadsheet instantly from our Norada Solve360 CRM using this: http://goo.gl/DyV0F

So now with a few clicks we can display a real time map of our customer locations and refresh it instantly.

If you have a more complex reporting/spreadsheet need that might require Google Apps Script programming contact us at Interlockit.com.

Enjoy!