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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.

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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

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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.

Introducing Core5 Starter Edition CRM – Intuitive, scalable, and pre-configured for QuickBooks

October 20th, 2016

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CRM – that ubiquitous acronym you hear a lot in business. Customer Relationship Management or a Customer Relationship Manager can mean and do a lot of different things. It embodies how you handle your customers, how you structure your workflow, and how you build relationships with clients. The market is flooded with various CRMs for your business. Some are simple, some are robust, some are industry specific, and some service a broad spectrum of businesses. However, it is our opinion that the best CRMs are those built in FileMaker. FileMaker allows you to design simple, intuitive solutions, as well as complex, specialized, and expansive databases, capable of processing and analyzing mass amounts of data.

Our latest offering builds upon to the existing repertoire of FileMaker CRMs, but what sets it apart is it beautiful simplicity, unlimited possibility, and affordable price tag. If you are looking to get started with FileMaker and (or) are interested in quickly integrating your QuickBooks file with a CRM, the Core5 Starter Edition CRM is the perfect pre-built solution for you.

This solution is designed to integrate with your existing QuickBooks company file (Desktop or Online). After purchasing our FM Books Connector or FM Books Connector Online Edition plug-in, you can quickly import your contacts, tax rates, items, and vendors in to the Core5 and then begin pushing contacts and invoices to QuickBooks and pulling payment and balance information back into Core5.

Some of you may be familiar with our existing Core products, the Core5 Starter Edition joins this family and provides an option for those who are interested in a simplified, yet surprisingly versatile, CRM solution.

The Core5 allows you manage the following aspects of your business.

Contacts: The Core5 is designed for you to easily import your contacts from your QuickBooks file or other data source. Once you are up and running, you can easily add leads, customers, and vendors.

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In the Contacts module you can also track related notes, maintain appointments and to dos, and link contacts to estimates, orders, invoices, and documents.

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Sales: Create estimates, orders, and invoices for contacts and track your sales progress as deals develop.

 

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Integrate with QuickBooks to easily push invoices to QuickBooks and pull invoice balance information back into the Core5 for your team to view.

 

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Documents: Go paperless with secure document storage, link documents to related contacts and tag with keywords and descriptions.

 

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Dashboard: Managers can use the Dashboard to analyze various graphs and charts on customers and sales and get an overview of contacts, to dos and appointments, and all sales transactions. The bookkeeper can use the Dashboard to perform batch pushes of contacts and invoices.

 

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There are three licensing options for the Core5 Starter Edition:

1. Free Core5 Starter Edition Desktop – A free, single-user desktop CRM. This is a great option if you are a one man team and want a quick way to get started with a CRM.  Interested in taking Core5 for a trial run? We encourage you to order this free runtime solution as a way to get an idea of what the Core5 Starter Edition can do. However, this version of the Core5 Starter Edition is not customizable and all infomation is local to the machine it is installed on.

2. Core5 Starter Edition SaaS – This is the ideal option for a team. We host the solution allowing you and your team to work seamlessly across iPad, Windows, Mac, and the web. Customization is available for an additional fee, and we provide all necessary FileMaker licensing.

3. Core5 Starter Edition Site License – The site license is fully unlocked allowing you to customize it to your heart’s desire. You also have the ability to host the file for mobile and multi-user access.

All plug-ins for QuickBooks integration are sold separately.

Please visit www.Core5CRM.com for more details, to request your free runtime, and for additional product and training resources.

macOS Sierra Compatibility Update

October 13th, 2016

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Apple’s newest OS roll out, macOS Sierra, not only comes with a new naming convention, but also features new Siri functions and the ability to copy and paste from device to device!

If you’re as eager as we are to upgrade to macOS Sierra so you can open your MacBook with your Apple watch, don’t hesitate, because all of our Mac plug-ins and solutions are macOS Sierra compatible.

Here is a full list of our Mac products and a brief explanation of how they can help you automate your workflow!

Solutions:
Core4 CRM v3.0.0.3: Core4 is our flagship CRM solution. Built to be robust and expandable, this business tool allows you to track everything from contacts to sales transactions and from calendar appointments to notes and documents. You can connect the Core4 with your QuickBooks file, Outlook accounts, Address Book, and iCal.

Core5 Starter Edition v1.0.0.1: The Core5 Starter Edition is an intuitive and easy to use CRM solution. It is pre-configured to connect with your QuickBooks file, the Core5 is designed to be immediately deployable.

Vessel Service Solutions v2.3.0.0: VSS was designed for covering ship or water craft breakdown emergencies and allows users to eliminate time-consuming paperwork and processes. Users can tracks boat mileage, maintenance, and fuels ups and use it to track time sheets and pull various reports.

Plug-ins:
FM Books Connector Online v2.0.0.0: Want to save time and energy by eliminating double entry of contacts, invoices or sales transactions? Use this plug-in to connect your FileMaker solution with your QuickBooks Online file.

Address Book Manipulator v4.0.1.0: Avoid the hassle of having to add contacts to your Apple Address Book and then re-type the details into your solution when you back to the office. The Address Book Manipulator allows users to update all contacts in FileMaker or Apple Contacts and then easily push the information from one application to the other, ensuring contact information is always up to date.

iCal Manipulator v2.0.1.0: Add an event once and have it on all your devices. This plug-in directly connects FileMaker with Apple Calendar and supports multiple calendars, recurring events, and tasks.

PDF Manipulator DC v1.0.1.0: Process forms faster by extracting and inserting data between PDF form fields and FileMaker.

Change Printer v4.0.7.0: Automatically changes printers, sets optional printing attributes, facilitates the coordination of large and complex print procedures, and easily switches between various types of printers/drivers.

File Manipulator v4.0.1.0: File Manipulator can copy, move, rename or delete files and folders directly from a FileMaker solution. In addition, you can compress and encrypt file data with password protection, as well as decompress and decrypt file data.

For additional details on product functionality and integration details, please contact sales@productivecomputing.com or call 760-510-1200.

FM Books Connector 64-bit Has Arrived

September 29th, 2016

FM Books Connector V9 is now available. Our big news with this release, what we’re most excited about, is that this plug-in is now FileMaker 64-bit compatible!

Since its debut 10 years ago, the FM Books Connector has been a 32-bit plug-in working with the QuickBooks 32-bit application. When FileMaker introduced its 64-bit technology, we began investing a significant amount of our R&D resources into making our entire suite of plug-ins and solutions 64-bit compatible. It was important to us that our customers were able to take full advantage of the performance enhancements available with the FileMaker 64-bit architecture.

While QuickBooks is still a 32-bit application, we have redesigned the connection conduit in the FM Books Connector plug-in to allow for communication with FileMaker 64-bit.

Though process speeds depend upon the environment that you are running your FileMaker solution in, during internal testing we noticed a significant improvement in processing times. The 64-bit plug-in pushed customers up to 63% faster and pushed invoices 43% faster than the 32-bit plug-in.

Other updates for FM Books Connector V 9 include:
– Added compatibility for QuickBooks 2017 Pro, Premier, and Enterprise US editions
– Added compatibility for FileMaker 64-bit
– Created MSI installer package for easier installation
– Updated Developer’s Guide
– Updated Demo file
– Verified compatibility with FileMaker® Pro 13-15 for Windows (32-bit) and FileMaker Pro 14-15 for Windows (64-bit)

A typical FileMaker to QuickBooks integration enables you to push customer data and related invoices into QuickBooks with the click of a button. The FM Books Connector also allows you to perform vendor or purchase order data exchanges, customer balance queries, time sheet imports, shopping cart orders, general journal transaction, and more.

The FM Books Connector plug-in makes data exchange easy. It seamlessly pushes information to and from your FileMaker solution and QuickBooks file, eliminating time consuming double entry and costly data entry errors, all while maintaining the security and privacy of your vital financial information.

Interested in a FileMaker to QuickBooks integration? Check out our overview video on the FM Books Connector and FM Books Connector Online Edition. Whether you are running QuickBooks for desktop or QuickBooks Online you can reap the benefits of a FileMaker to QuickBooks integration. Now, with a new suite of FM Books Connector instructional videos and expanded compatibility, getting started with an integration is easier than ever.

Not a QuickBooks desktop user? Stay tuned for exciting news about our FM Books Connector Online Edition plug-in. Here’s a hint…it has something to do with Mac.

For more information on the FM Books Connector and to download a demo, please visit: www.fmbooksconnector.com or call 760-522-2874.