What is the Chrome Extension, and how do I use it?

The Chrome Extension works in conjunction with your client’s QBO accounts to aid in the scoping process. It will not be able to complete the full scoping process, but will provide a lift gathering some of the more arduous details.

Overview 

The Chrome Extension works in conjunction with your client’s QBO accounts to aid in the scoping process. It will pull relevant data from your client’s QBO account and load it into your Scoping Tool for new clients you would like to manage on the portal.  The extension will not be able to complete the full scoping process, but will provide a lift gathering some of the more arduous details such as, but not limited to your clients’: 

• Monthly expense average
• Connected 3rd party applications

Access & Installation 

Active portal users should submit a help ticket to request their access be turned on to use the Chrome Extension. They should include their username and associated email address in the body of the support ticket; when requesting access.

Once activated, the portal users at your firm can use the following link to install the Chrome Extension onto the computer they will use to scope new clients: Chrome Extension.

Note: Users will not be able to search on the chrome extensions page for this extension as it is an unlisted extension.  Therefore any activated chrome extension user at your firm will need to reference the link above to access the extension.

User Authentication

After installing the Chrome Extension (on the computer you will be using to scope a new client) take the following steps to use the extension:

1. Log into your firm’s portal url.
2. Log into your QBO accountant platform and navigate to the client QBO account you would like to assess or log directly into your client’s QBO account.
3. Navigate to the Overview module for this client.
4. Click on the Chrome Extension icon from your extension listing or shortcut bar in your browser window.
5. Click the Assess button.
6. The popup window will update to let you know: Assessment Underway.
7. Once the assessment is complete you may have one of the following two results:
   1.  Success!
      1. You will be notified that you have successfully accessed your client and you should navigate to step 9 below to complete the scoping process for this client.
   2. Oops Something went wrong!
      1. You will be offered the ability to click the Retry button; before clicking this button be sure you are on your client’s Overview module and it has completed loading. iI you are, and it has loaded, navigate to another module in the client’s account and then back to the Overview module. Once the Overview module has completely loaded you can click the Retry button.
      2. If you are not successful in assessing this client you can submit a help ticket. Provide a screenshot of the popup window in the body of the support ticket to aid the support team in providing you an efficient solution.
      3. If time is of the essence, you may want to manually scope this client to avoid a delay in service.
8. If your assessment was successful, you may repeat steps 3 through 7 until all of your clients have been assessed.
9. To complete the scoping process:
   1. Log into your firm portal url.
   2. From the Partner portal view, click the Portal Manager module.
   3. Click the Client tab, if you are not defaulted there.
   4. Click the Scope Client button.
   5. Your scoping tool will be launched.
   6. From the left menu you can search or use the filters to find the clients you just assessed.
   7. Click an assessed client and follow the onscreen prompts to complete the scoping details.
   8. Once all details have been completed and the service you require has been selected, if necessary, click the Action button.
   9. Select the Deploy option.
   10. Click the Go Back button.
   11. Repeat steps 9f through 9j until all assessed clients have been scoped and deployed.

Note: When a user assesses a client for Botkeeper services, relevant data is pulled using HTTPS and stored on Botkeeper’s AWS servers. Our APIs are managed with AWS API Gateway which provides additional security from malicious actors accessing our APIs. 

Data Pulled from QBO 

The Chrome Extension has programmatic access to whatever is shown when a user is logged into QuickBooks Online. We require this level of access so we can pull the following data into your portal:

Account Settings Page

• • First month of Fiscal Year 
  • Accounting Method 

Overview Page

• • Company Setup 
    • Subscription 
    • Payroll
    • Sales Tax
    • Apps
      
      
  • Banking Activity (This applies for each account) 
    • Accounts 
    • Bank Balance 
    • In Quickbooks 
    • Unaccepted 
    • Unreconciled 
    • Reconciled Through
      
      
  • Common Issues 
    • Undeposited Funds 
    • Uncategorized asset
    • Uncategorized income
    • Uncategorized expense
    • A/R Aging (more than 90 days)
    • A/P aging (more than 90 days) 
    • Opening balance equity 
    • Negative asset and liability accounts
      
      
  • Transaction Volume (Last 30 days) 
    • Bank account transactions 
    • Sales receipts
    • Invoices
    • Invoice payments
    • Bank deposits
    • Journal entries
    • Expenses
    • Bills
    • Bill payments 

Chart of Accounts

Each account from the chart of accounts is paged. This includes the following for each account:

• • Num
  • Name
  • Type 
  • Detail Type
  • QuickBooks Balance
  • Bank Balance

Balance Sheet Report

All of the data on the balance sheet report from 365 days ago by month based on the accounts accounting method.   

Profit and Loss

All of the data on the profit and loss page from 365 days ago month over month based on the account's accounting method.