ricky/redmine_qbo
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Better Documentation!
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Ricky Barrette
2016-01-26 04:42:14 -05:00
parent 0b74f2cf52
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README.md
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@@ -31,13 +31,25 @@ The goal of this project is to allow redmine to connect with Quickbooks Online t
`rake redmine:plugins:migrate RAILS_ENV=production`
3. Navigate to the plugin configuration page `https://your.redmine.com/settings/plugin/redmine_qbo` and suppy your own OAuth key & secret.
3. Navigate to the plugin configuration page and suppy your own OAuth key & secret.
![Alt plugin_config](/Screenshots/plugin_config.png)
4. After saving your key & secret, you need to click on the Authenticate link on the plugin configuration page to authenticate with QBO.
5. Enjoy
5. Assign an Employee to each of your users via the User Administration Page
Note: Customers, Employees, and Service Items with automaticly update during normal usage of redmine i.e. a page refresh. You can also manualy force redmine to sync its database with QBO clicking the sync link in the Quickbooks top menu page `https://your.redmine.com/redmine/qbo`
![Alt plugin_user_edit](/Screenshots/plugin_user_edit.png)
## Usage
To enable automatic `QBO Time Activity` entries for an `Issue` , you need only to assign a `QBO Customer` and `QBO Item` to an `Issue` via drop downs in the creation/update form.
![Alt plugin_issue-edit](/Screenshots/plugin_issue_edit.png)
Note: Customers, Employees, and Service Items with automaticly update during normal usage of redmine i.e. a page refresh. You can also manualy force redmine to sync its database with QBO clicking the sync link in the Quickbooks top menu page
![Alt plugin_top_menu](/Screenshots/plugin_top_menu.png)
## TODO
* Abiltiy to add line items to a ticket in a dynamic table so they can be added to the invoice upon closing of the issue