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Archive for November, 2017

Seven Reasons to Use the FM Credit Card Plug-in with your FileMaker Solution

November 10th, 2017

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FM Credit Card v1 was first released in April of 2011 and discontinued in August of 2015. After increased interest from clients, we decided to bring the plug-in back to life, bigger and better than ever, and released v2 in September of 2017.

If you are a v1 client, you might be wondering, what’s so great about v2? Well, this blog will answer that for you. Here are seven good reasons to upgrade to FM Credit Card version 2.

Don’t feel like reading? Check out this quick video from our CEO, Marc, discussing the plug-in and v2 enhancements:

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1) FileMaker 16 Compatible. FM Credit Card v2 is compatible with FileMaker 14 -16. V1 is compatible with FileMaker 13 (which FileMaker has deprecated support for). Make your solution modern and take advantage of all that FileMaker 16 has to offer.

2) FileMaker 16 Script Steps. With the release of FileMaker 16, we added FileMaker 16 script step functionality to all of our plug-ins. Take advantage of this modern scripting method with version 2. Want to learn more about FileMaker 16 script steps? Here is a video of our CEO, Marc, explaining what they are: YouTube Preview Image

3) Gateway Compatibility. FM Credit Card is now compatible with Authorize.net and Authorize.net emulator gateways, as well as PayPal. And, with version 2, we consolidated all of the gateway-specific plug-in functions to more general functions to make it easier to program your scripts. Our plug-in developer also organized the functions to provide more flexibility and future expandability with the function calls to the plug-in.

4) Security Compliance. Version 2 is compliant with the latest security requirements and industry standards of TLS 1.2. These strict security requirements are mandatory for any modern payment transaction.

5) Card-present transactions. With version 2, if the card is present, you can conveniently swipe it right into FileMaker with a keyboard-emulating card reader – no need to type in the card info.

6) Server-side compatibility. This means you can now integrate with FileMaker Go, FileMaker WebDirect and Custom Web Publishing by way of the “perform script on server” script step. This enhancement greatly expands your deployment options and allows you to construct the exact workflow your company needs – be it on desktop, iOS device, or the web.

7) Free updates. Because FM Credit Card is a SaaS product, we will always ensure it is compatible with the three ever-changing environmental variables including both the Windows and Mac operating systems, the payment gateways themselves (i.e. Authorize.net), and the latest version of FileMaker, which we all know changes yearly. In any and all of these cases, we have you covered. Not only does SaaS cover future compatibility, it includes access to any new features we may build into the plug-in over time.

Starting at $35/year for a single user license, there is no reason not to upgrade! Visit www.fm-creditcard.com today to download the latest plug-in and take it for a test drive in our updated demo.

Core5 Starter Edition CRM – Integrating FileMaker with QuickBooks

November 1st, 2017

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The Core5 Starter Edition CRM comes with an impressive level of QuickBooks integration right out of the box. It can connect to QuickBooks Desktop or Online.

Core5 is preconfigured to:
1. Import Items, Taxes, Customers, and Vendors from QuickBooks
2. Push contacts to QuickBooks
3. Push invoices to QuickBooks
4. Pull balance due for invoices
5. Pull most recent payment date

It also has the ability to set flags on customer or invoice records to notify the user that something has been updated and the customer or invoice record needs to be re-pushed to QuickBooks.

The Core5 can do single record or batch pushes and pulls of contacts, invoices, and payment information.

How to add a new contact to QuickBooks

When you create a new contact there will be a red icon on the record – this indicates the contact is not in QuickBooks. Click “Push to QB” to push the single, new record.

Once it has successfully pushed, the icon will turn green.

If a contact record has already been pushed to QuickBooks, but has been updated – the QB icon will turn orange – indicating it needs to be re-pushed.

Here is a quick video demoing this:
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If you added or edited multiple records, you can push them all to QuickBooks at one time from the Dashboard.

On the Contacts tab, there is a “Push All to QB” button. This will call a script that looks for all new and updated records and pushes them all to QuickBooks at one time.

If you wish to not push a specific record, you can click the omit checkbox and that record will not be pushed.

Here is another quick video showing these actions:
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How to push an invoice to QuickBooks

One of the nice things about the Core5 Starter Edition is its consistency. It is almost the same process to push an invoice to QuickBooks as it is a customer.

Once an invoice is complete, you can push the “Push to QB” button in the top left. The QB icon will be red if the invoice needs to be pushed to QuickBooks, orange if it needs to be re-pushed, and green if it has been pushed and is up-to-date in QuickBooks.

Check out the video below demonstrating this:

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Invoices can also be pushed en masse from the Dashboard. Similar to Contacts, you can click the “Push All to QB” button to push all new and updated invoices to QuickBooks. The omit checkbox will prevent a specific invoice record from being pushed.

Here is your final video:
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How to pull balance due and payment information
Once an invoice has been pushed to QuickBooks, payments can be recorded in QuickBooks and then pulled into the Core5.

To pull balance information, click the green money icon on the invoice record. This will bring over the invoice balance and the date of the most recent payment.

On the Dashboard, you can also do a batch pull of balances due.

Try Core5 yourself with our online WebDirect demo.

Need QuickBooks Licensing? We can give you a discount on Pro, Premier, Enterprise, and Online licensing.