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Data Integrations that Delight! QuickBooks Connect San Jose 2017

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Developer Track presentation from QuickBooks Connect San Jose (Nov 2017). Explore how staged transactions improves app experience for developer and customer alike.

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Data Integrations that Delight! QuickBooks Connect San Jose 2017

  1. 1. Tony Chang Senior Product Manager, Intuit Developer group @tonychang107 Naren Sulur Senior Software Engineer, Intuit Developer group Data integrations that delight! 11/16/2017 #QBConnect | WiFi: QBConnect Password not required
  2. 2. 2 #QBConnect@IntuitDev Naren Sulur Senior Software Engineer, Intuit Developer Group Today’s speakers Tony Chang Senior Product Manager, Intuit Developer Group @tonychang107
  3. 3. 3 #QBConnect@IntuitDev What it takes today to build a high quality data integration with QuickBooks How we’re reimagining our integration platform to provide easier ways for developers to integrate, with better results for our users. Learning objectives
  4. 4. The Current State of App Integrations
  5. 5. 5 #QBConnect@IntuitDev The QuickBooks Ecosystem E-commerce Expense management Time tracking Invoicing Bill/vendor payments Payments gateways Verticals Payroll Funding / Capital Reporting / Insights Tax
  6. 6. It doesn't sync customer information and does not correctly sync sales - I might as well manually enter them if I have to make the above corrections” - App disconnect feedback
  7. 7. 7 #QBConnect@IntuitDev App developer tasks Get available app data into QuickBooks Ensure QuickBooks accounting entries are complete and correct Ensure each user is satisfied with the way data is imported To build a great integration with QuickBooks, I need to: Accounting related QuickBooks company related App related
  8. 8. 8 #QBConnect@IntuitDev The QuickBooks Ecosystem E-commerce Expense management Time tracking Invoicing Bill/vendor payments Payments gateways Verticals Payroll Funding / Capital Reporting / Insights Tax Accounting API IN OUT
  9. 9. 9 #QBConnect@IntuitDev Accounting API Accounting API Data is stored into QuickBooks database Data changes the companies books/ledger Complex business logic ->Strong validations -> API errors Apps
  10. 10. 10 #QBConnect@IntuitDev Challenges Multiple API Errors Name already exists Account period closed Duplicate doc number Invalid reference id Business validation error Difficult to build Multiple pieces of information need to be fetched from QuickBooks in order to push data to QuickBooks User facing issues Missing transactions, duplicated data Complex mapping/settings Apps need additional settings or configuration to ensure data can be passed to QuickBooks correctly Results in ‘Strongly typed’ schema Data must adhere to QBO definitions such as an ‘invoice’, a ‘sales receipt’ etc. Multiple data feeds Data may come from different apps, banking feeds, manual methods
  11. 11. Designing a Better Integrations Platform
  12. 12. 12 #QBConnect@IntuitDev An ideal integration Easy to build Through APIs that are simple to understand and use Complete and correct Gives the user complete confidence while reducing manual work Tailored to the user Easy to customize and personalize for different types of users and use cases
  13. 13. 13 #QBConnect@IntuitDev A new system Accounting Apps Simplified API interface (V4 Integrations) Rules Matching Mapping Settings Personalized Data Approval / Review Data -in App configuration / setup Smart Platform
  14. 14. 14 #QBConnect@IntuitDev Simplified API interface Weakly Typed No obligation to decipher / decide on which QuickBooks transactions type to use Light validation No business logic validation, only formats Data instead of references No obligation to use reference IDs
  15. 15. 15 #QBConnect@IntuitDev
  16. 16. 16 #QBConnect@IntuitDev Intelligent automation Matching Incoming data is matched against manually entered data or other incoming data (from apps/banks) to prevent duplication of transactions and to associate related data. Entity resolution Raw data is compared against existing QuickBooks lists (customers, vendors, employees, products, taxes, etc.) to identify likely matches or allow for adding new objects on the fly. Auto categorization / Auto recall Based on the data available, and based on prior user behavior, QuickBooks infers the account/category that transactions should be recorded to in the user’s books. Sales data (what/who) 3P app Payment data (amount/ processing fees) Processor Deposit amount Bank Last time Customer: John Amount $100 Category: ?? -> Field Services Next Time Customer: John Amount $110 Category: Field Services
  17. 17. 17 #QBConnect@IntuitDev Auto categorization results appended to data Entity resolution found the right customer
  18. 18. 18 #QBConnect@IntuitDev User control and confidence App settings Custom key/value pairs for developers to use. User can configure within QuickBooks. No need to build additional settings pages on 3P apps. Rules If/then conditional automation that runs on incoming data. Can be set up by users OR by app developers. Customized integration logic can be placed in QuickBooks rather than in 3P apps. Reviews and approvals Users can trace incoming data back to its source and decide whether to auto-add data into their books or to review and edit.
  19. 19. 19 #QBConnect@IntuitDev User control and confidence – App Settings
  20. 20. 20 #QBConnect@IntuitDev User control and confidence – App Settings 3P App 1. Read settings 2. Push appropriate data
  21. 21. 21 #QBConnect@IntuitDev User control and confidence – App Settings 3P App 1. Push data Rules
  22. 22. 22 #QBConnect@IntuitDev User control and confidence – Rules If Account line description equals “PayPal Fees” Then Set account to ExpenseAccount from settings
  23. 23. 23 #QBConnect@IntuitDev User control and confidence – Rules
  24. 24. 24 #QBConnect@IntuitDev User control and confidence – Rule hierarchy Autocategorization App-defined rules User-defined rules Autorecall
  25. 25. 25 #QBConnect@IntuitDev App developer tasks Get available app data into QuickBooks Ensure QuickBooks accounting entries are complete and correct Ensure each user is satisfied with the way data is imported To build a great integration with QuickBooks: App developer can focus here Responsibility of QuickBooks platform with contribution from app developer
  26. 26. Questions?
  27. 27. The QuickBooks Connect 2017 Conference App The QuickBooks Community qbcommunity.com Sign in with your QuickBooks login Access the presentations & continue the conversation

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