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CoolConnect: Cool Running sales into QuickBooks in one export.

A portal that moves each ice company's daily route sales from Cool Running into its own QuickBooks Online books, with no retyping.

Client
Cool Running Software
Country
United States
Stack
  • Python
  • FastAPI
  • SQLAlchemy
  • MySQL
  • QuickBooks Online API
  • Angular
  • Tailwind CSS
  • Docker

The results.

  • 90%less time entering sales into QuickBooks
  • 1export for a day's sales
  • 3export phases, in order
The CoolConnect sign-in with the Cool Running logo

The challenge

Cool Running Software runs routes, deliveries and invoicing for ice companies. After each day on the road, bookkeepers typed the same sales into QuickBooks by hand: every customer, invoice and payment.

Cool Running wanted each ice company to connect its own QuickBooks and send the day's sales across in one go, following Cool Running's own rules for terms, surcharges and private-label items.

What we built

Connect

  • Sign in with the Cool Running account and pick a licence.
  • Each company connects its own QuickBooks Online company through Intuit's secure sign-in (OAuth 2.0).

Pick the sales

  • Load sales by export group and date, with the QuickBooks connection status on screen.
  • Export them all in one click.

Everything QuickBooks needs

  • Customers, items with surcharges, terms, payment methods, classes, locations and tax codes, set up on the way.
  • Invoices, or credit memos for returns, then the payments, matched back to each sale.

Safe re-runs

  • Three phases through the QuickBooks Batch API, with retries and duplicate checks.
  • Any error is saved on the sale itself, and every run is logged.
  • Edit a receipt number, view a sale's data, or unmark a sale and send it again.

Stack

  • Python
  • FastAPI
  • SQLAlchemy
  • MySQL
  • QuickBooks Online API
  • Angular
  • Tailwind CSS
  • Docker

In their words.

MindCore delivered our QuickBooks API weeks before it was due. They took the time to understand our unique business rules and handled adjustments with great patience. We couldn't be more pleased with their work and have already signed them for a much larger development project. Highly recommended for international collaboration.
Tony DicksonOwner, Cool Running Software
Tony DicksonOwner, Cool Running Software

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