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Archive for the ‘123sync Accounting Integrator’ Category

Let’s talk integration – FileMaker to QuickBooks Integration

September 28th, 2017

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Earlier in the year our CEO, Marc, did a webinar for the Blue Feather Group/ Atlanta FileMaker Dev Group all about integrating FileMaker and QuickBooks – but before we get into that, let’s talk a bit about why Marc spoke on this topic.

Here at Productive Computing we have made it our business to know all there is about QuickBooks and FileMaker integrations and to offer our clients an array of products and services to help them get up and running with an integration.

We offer:
– The FM Books Connector plug-in for QuickBooks Desktop
– The FM Books Connector Online Edition plug-in for QuickBooks Online
Core4 CRM and Core5 Starter Edition CRM (both of which come preconfigured to connect with QuickBooks)
123sync Accounting Integrator, which offers two fixed-price integration plans for QuickBooks Desktop
– Custom development services to assist you with your integration
– Discounts on both FileMaker and QuickBooks licensing

We actively work to make it as easy as possible for clients to connect two of the most important office software solutions.

We’re also proud to announce that we just released FM Books Connector v10. And, let us tell you, it has aged beautifully. This plug-in is compatible with QuickBooks 2014–2018 and FileMaker Pro 14-16 (32-bit and 64-bit).

As we alluded to earlier, we’re authorized Intuit resellers and, because of that, we are able to offer great rates on QuickBooks Desktop 2018 Pro, Premier, Enterprise, and Online licensing.

Now, for the real reason you clicked on this blog – the FileMaker and QuickBooks integration webinar.

For your viewing pleasure and to be sensitive to the fact you don’t have all day to watch webinars, I have detailed out what topics begin at what time. If you want to start at the beginning, you can just watch it from the video below.

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At minute 7:08 Marc begins his discussion on QuickBooks and FileMaker integrations. He discusses the various QuickBooks integration products mentioned above and why there is no plug-in for QuickBooks Desktop for Mac (hint: it’s because there is no SDK).

At 11:00 minutes he discusses why businesses use QuickBooks and why people want FileMaker and QuickBooks integrations.

Starting at 15:50, he discusses what a typical desktop integration looks like and at 17:20 he reviews how a developer can do a desktop integration (custom integration, integration package, starter solution).

At 26:10 Marc begins his first demo to show importing contacts and items from QuickBooks into FileMaker and at 33:10 he turns on the debugger to show the “under the hood” of the import for items, taxes, customers, and vendors.

At 45:10 Marc demonstrates a FileMaker to QuickBooks push, specifically of a new customer.

At 48:20 Marc answers the question, why not just use the FileMaker field validation functions and discusses handling field validation.

At 57:00 Marc starts to discuss batch pushes to QuickBooks.

At 1:01:30 Marc discusses some QuickBooks rules that affect FileMaker and QuickBooks integrations and begins to answer some Q&A.

At 1:06:40 Marc discusses the Intuit OSR (onscreen reference).

At 1:08:00 David, a FileMaker developer, shares his own story learning how to do a custom integration with QuickBooks and FileMaker.

Hopefully this helped you and answered a few questions you might have had about integrating FileMaker with QuickBooks. For more information please feel free to check out our website www.productivecomputing.com or contact us at sales@productivecomputing.com.

FileMaker 16 Compatibility Update: Plug-ins and Solutions

May 12th, 2017

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FileMaker 16 was just released and that blue color scheme is not the only thing that’s new! FileMaker 16 is debuting with some exciting updates for both Windows and Mac users.

For example:

– The Window’s version of FileMaker now has independent windows!
– FileMaker Go now supports animation and transitions with scripts, enhanced signature capture, and custom paper sizes.
– And among the many new features in FileMaker 16 for developers – you now have the ability to copy and paste value lists, utilize an enhanced data viewer, and integrate with new JSON functions, enhanced cURl options, and external script steps.

For a complete list of new features and to buy your upgrade today (at a discount) check out www.buy-filemaker.com.

To prepare our products for the FileMaker 16 release, we’ve implemented FileMaker external script steps in all of our plug-ins. These scripts will only be accessible when the plug-in is run in FileMaker 16 and allows a developer to specify plug-in functions as script steps instead of as calculation results.

Using script steps instead of the more traditional methods can make scripting within a solution more direct, as well as help with data entry validation. Some functions accept calculation-style input, while others accept a Boolean “true” or “false” option, and others employ a drop-down list for the developer to choose an option from. As stated earlier, the functionality of the plug-in script step is identical to its functionality as a calculation function.

Here is a video from our CEO, Marc Larochelle, with more information about external script steps.

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Currently, all of our plug-ins have been updated to provide this plug-in script step functionality when used with FileMaker 16. Along with the external script steps, calculation functions will still be provided for use in development; this is to ensure that scripts already integrated with any of our plug-ins will still be viable and functional, and the developer now has the option to utilize the plug-in script steps at his or her discretion.

For the latest information or downloads, please click on the product you’re interested in:

Solutions:
Core4
Core5 Starter Edition
Vessel Service Solutions

Plug-ins:
Outlook Manipulator
FM Books Connector
123sync
FM Books Connector Online
Address Book Manipulator
iCal Manipulator
eSign Signature Capture
Biometric Fingerprint Reader
PDF Manipulator DC
Change Printer
File Manipulator

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.

123sync simplifies FileMaker to QuickBooks Integrations

June 1st, 2016

Depending on the complexity of your solution, creating a custom QuickBooks integration can be a lengthy and expensive process.

Productive Computing, Inc. and SolutionMakers, Inc. have teamed up to deliver to you the 123sync Accounting Integrator. 123sync offers you the ability to reap the benefits of a personalized integration with the convenience and confidence of a fixed price configuration package.

With the combined power of the FM Books Connector plug-in, the Productive Computing sales and support staff, and the guidance of a QuickBooks ProAdvisor*, 123sync ensures that your FileMaker solution is quickly integrated with the Intuit® QuickBooks application.

Check out the video below to learn more about 123sync, how it works, and the benefits of using it.

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Want to know if 123sync is right for your integration? Learn more about system requirements, key features, and what 123sync can push to your Quickbooks file.

*Our QuickBooks ProAdvisor will help you with the set up and integration of 123sync. Accounting consultations are offered for an additional fee.