GME FinSnap

About

Get a quick financial snapshot of your QuickBooks Online company with just one click. GME FinSnap brings your most important financial metrics right to your browser toolbar, eliminating the need to log into QuickBooks for routine checks.

⭐ KEY FEATURES

📊 Dashboard at a Glance
- Total cash balance across all bank accounts
- Accounts receivable aging (Current, 1-30, 31-60, 61-90, 90+ days)
- Bills due this week
- Open estimates pending approval
- Recent customer payments
- Monthly expense summary

🏢 Multi-Company Support
- Connect multiple QuickBooks Online companies
- Switch between companies with a dropdown selector
- Manage all connected companies in one place
- Disconnect individual companies without affecting others

🔐 Secure Authentication
- Create your own GME FinSnap account
- Email verification for account security
- Forgot password with email reset
- 30-day session persistence

🛡️ SECURITY & PRIVACY

Your data security is our top priority:

- AES-256-GCM Encryption - OAuth tokens encrypted at rest
- No External Storage - Your QuickBooks data is never stored on external servers
- Local Only - Data displayed in real-time, not saved
- TLS 1.2+ - All communications encrypted in transit
- XSS Protection - All dynamic content sanitized
- Rate Limiting - Protection against brute force attacks
- CSRF Protection - OAuth state validation

📋 HOW IT WORKS

1. Install GME FinSnap from Chrome Web Store
2. Create your account or sign in
3. Click "Connect to QuickBooks" button
4. Authorize access to your QuickBooks Online company
5. View your financial dashboard instantly

That's it! Your financial snapshot is now one click away.

👥 WHO IS THIS FOR?

- Small Business Owners - Quick daily financial check
- Bookkeepers - Monitor multiple client companies
- Accountants - Fast access to client data
- Financial Controllers - At-a-glance cash position
- Operations Managers - Track receivables and payables

📈 DASHBOARD METRICS EXPLAINED

Cash Balance
Shows your total available cash across all connected bank accounts in QuickBooks. Updated in real-time when you open the extension.

Accounts Receivable Aging
Breaks down outstanding customer invoices by age:
- Current - Not yet due
- 1-30 Days - Slightly overdue
- 31-60 Days - Follow up recommended
- 61-90 Days - Collection attention needed
- 90+ Days - Seriously overdue

Bills Due This Week
Lists vendor bills with due dates in the next 7 days, helping you manage cash flow and avoid late payments.

Open Estimates
Shows pending estimates awaiting customer approval, helping you track your sales pipeline.

Recent Payments
Displays the latest customer payments received, keeping you informed of incoming cash.

Monthly Expenses
Summarizes your spending for the current month across all expense categories.

🔄 MULTI-COMPANY MANAGEMENT

Perfect for accountants and bookkeepers managing multiple clients:

- Add New Company - Connect additional QuickBooks companies anytime
- Company Switcher - Dropdown menu to switch between companies
- Manage Screen - View all connected companies with their IDs
- Individual Disconnect - Remove specific companies without affecting others
- Persistent Connections - Companies stay connected even when you sign out

⚙️ ACCOUNT FEATURES

Sign Up
- Name, email, and password registration
- Minimum 8-character password requirement
- Email verification with 6-digit code
- Protection against disposable email addresses

Sign In
- Secure authentication
- 30-day session tokens
- Rate limiting for security

Forgot Password
- Self-service password reset
- 6-digit code sent to email
- 15-minute code expiry
- All sessions invalidated on reset

✅ REQUIREMENTS

- QuickBooks Online account (Simple Start, Essentials, Plus, or Advanced)
- Chrome browser version 88 or higher
- Internet connection

🔒 PERMISSIONS EXPLAINED

This extension requests the following permissions:

Storage - To securely store your encrypted OAuth tokens and session data locally in your browser.

Identity - To facilitate the OAuth authentication flow with QuickBooks Online.

Host Permissions - To communicate with QuickBooks API and our secure backend server for authentication.

📝 VERSION HISTORY

v1.0.4 (Current)
- User authentication with email verification
- Forgot password / password reset flow
- Multi-company support
- Company switcher and management
- Enhanced security with rate limiting
- XSS protection improvements

Intuit and QuickBooks are registered trademarks of Intuit Inc. Used with permission.

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