Archive

Archive for November, 2016

Is 123sync the Right FileMaker to QuickBooks Integration Option for You?

November 14th, 2016

Here at Productive Computing, we talk a lot about FileMaker to QuickBooks integrations. We even did a webinar about it. This is because: a) FileMaker is a powerful and versatile database platform with (almost) unlimited possibilities to help you organize and analyze your data, and b) QuickBooks is the most popular accounting software for small and medium businesses in the United States.

That being said, what makes more sense than to have these two applications communicate and share information? Connecting these two applications via a plug-in (FM Books Connector and FM Books Connector Online) allows users to seamlessly exchange data between the two applications, saving time and money and reducing data entry errors.

A FileMaker and QuickBooks integration can be accomplished three different ways:
1. Custom integration with a plug-in
2. Purchase a CRM that is preconfigured to integrate with QuickBooks (i.e. Core5 Starter Edition)
3. Integration package

In this blog we’re going to talk about option number 3. Specifically, the 123sync™ Accounting Integrator.

The 123sync Accounting Integrator allows you to connect your FileMaker Solution with a variety of QuickBooks’ lists and transactions. 123sync, like other integration packages, offers clients a faster and more affordable option to the traditional custom integration. With two integration packages available (Basic and Advanced), you are able to achieve a virtually custom integration at a fixed price.

123sync is ideal for clients who:
1) Have an existing FileMaker solution
2) A well-structured QuickBooks file
3) A workflow that ensures all transactions begin in the FileMaker solution
4) Do not have an in-house developer familiar with plug-ins and QuickBooks or do not want to hire someone to do a custom integration

This application was built to communicate with one QuickBooks file and is compatible with QuickBooks Desktop for Windows, meaning Mac integrations require one instance of QuickBooks for Windows and FileMaker for Windows.

123sync gives the user the power to push, pull, modify, and delete various QuickBooks Lists and Transactions. The chart below reflects the functionality of 123sync version 9. Functionality is subject to change and we recommend you check out this functionality chart for the latest updates.

ComparisonChart_123sync_900

 
With the release of version 9, users can take advantage of the updates listed below:
– Added compatibility for QuickBooks 2017 Pro, Premier, and Enterprise US, Canadian, and UK editions.
– Added compatibility for FileMaker 64-bit.
– Added new module to the Advanced Integration package to allow users to push and pull Vendor Bill Payments. 123sync will post new or modified check payments to Vendor Bills and pull check payments applied to Vendor Bills in QuickBooks. Credit card payments are not posted.
– Added ability to use multiple currencies to the Invoice and Payments module.
– Enhanced the Customer list to pull additional Customer information from QuickBooks.
– Enhanced the Vendor list to pull additional Vendor information from QuickBooks.
– Enhanced the Payments module to retrieve posted customer payments.
– Added visual indicators to each module to notify users when there are items ready to post.
– Added ability to pull the Currency list to the Basic and Advanced Integration packages
– This plug-in is verified compatible with FileMaker® Pro 13-15 for Windows (32-bit) and FileMaker Pro 14 -15 for Windows (64-bit)

As mentioned earlier, there are two integrations packages available. Depending upon your QuickBooks needs, you can either purchase the Basic Integration Package or Advanced Integration Package. 123sync requires a $600 yearly subscription that covers unlimited users and phone technical support. Your subscription qualifies you for free upgrades to the latest versions of 123sync and FM Books Connector plug-in – and ensures your 123sync file is always compatible with the latest versions of FileMaker and QuickBooks.

For more information please visit www.fm2qb.com.

FM Books Connector Online Edition Debuts Added FileMaker 64-bit and Mac Compatibility

November 1st, 2016

Logo_FMBOE

The most recent release of our FM Books Connector Online Edition (FMBOE) plug-in (version 2) contains some pretty exciting updates. At least we think so. We have redesigned the plug-in for both FileMaker 64-bit and Mac compatibility.

Originally scripted with a C# wrapper, the plug-in was not compatible with the FileMaker 64-bit architecture. After extensive research, we were able to rebuild the plug-in with standard C++ libraries that enabled it to be 32-bit and 64-bit compatible.  This redesign allowed us to branch out and let the plug-in take on a more flexible nature.

With version 2, we knew it was important for us to also focus on Mac compatibility. While there have always been work arounds for Mac users who wish to accomplish a FileMaker and QuickBooks integration with the FMBOE plug-in (robot machine or Windows instance), it was important to us to provide our customers with a QuickBooks plug-in that was inherently compatible with the macOS.

Over one million customers use QuickBooks Online to send invoices, track sales and expenses, and manage their cash flow. The FM Books Connector Online Edition plug-in makes the user’s work flow even easier by connecting their FileMaker solution with their QuickBooks Online file. An integration allows users to push invoices and customers with the click of a button, or perform vendor or purchase order data exchanges, customer balance queries, time sheet imports, and more.

Version 2 of the FM Books Connector Online Edition features:

FileMaker 64-bit compatibility for Windows and Mac OS in addition to the existing 32-bit compatibility

A redesigned plug-in for improved performance meaning you get your work done even faster

Built-in authentication to allow the user to authenticate to QuickBooks Online using an in-app browser (Mac only). This makes it even easier and faster to begin your session and authenticate the plug-in with your QuickBooks Online file

Updated Developer’s Guide, Migration Guide, and Functions Guide to assist you with your integration

New installer packages for Windows and Mac for easier installation

Updated Demo file for a more enjoyable test drive experience

Verified compatibility with Mac OS 10.10 – 10.12, Windows 7/8/10, and FileMaker 13-15 (32-bit) and FileMaker 14-15 (64-bit)

QuickBooks Online gives its users the flexibility to work from anywhere with real-time information and the security of automatic software updates and data backups. With the FM Books Connector Online Edition plug-in you can utilize the flexibility of QuickBooks Online, while continuing to streamline your workflow with a QuickBooks and FileMaker integration. With a new suite of instructional videos and expanded compatibility it is easier than ever to accomplish an integration.

The FM Books Connector Online Edition plug-in is available for $120/user/yr with multiuser discounts available. Please contact sales@productivecomputing.com or call 760-510-1200 for more information. Visit www.fmbooksconnectoronline.com for more information and to download the demo.