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Archive for the ‘FM Books Connector’ Category

FM Books Connector is Now QuickBooks 2014 Compatible!

December 9th, 2013

FOR IMMEDIATE RELEASE

San Diego, CA – December 9, 2013 – Productive Computing, Inc., a Platinum member of the FileMaker Business Alliance, is proud to announce the compatibility of our FM Books Connector with Intuit® QuickBooks 2014 US, Canadian, and UK editions. The FM Books Connector is a FileMaker Pro plug-in that is a bi-directional data conduit used for exchanging data between QuickBooks and FileMaker Pro.

The FM Books Connector starts at $199.95 for a single user. Existing FM Books Connector customers may purchase an upgrade of this new release at a 50% discount.

FM Books Connector

For more information on the FM Books Connector please visit http://www.FMBooksConnector.com to download a product demo, view the tutorial videos, or read the product documentation.

 

Plug-in Integration and FileMaker Pro Support:
Want help getting a plug-in professionally installed into your FileMaker solution? Do you have other database enhancements you would like to have programmed? We can help!

The process is easy – complete our online Request For Quote form (RFQ) or call us directly at (760) 510-1200 and one of our certified developers can work with you on improving your solution today.

 

About Productive Computing, Inc.
Since 1996, Productive Computing, Inc. has been helping its customers become more efficient and profitable by implementing custom software solutions using FileMaker Pro. Utilizing FileMaker Pro as a rapid application development tool, their certified FileMaker developers can create custom applications that a business can run on their Windows or Macintosh desktop computers, in a web browser, on an iPad or iPhone or shared simultaneously on all of these platforms.

Productive Computing, Inc. also produces several off-the-shelf productivity solutions such as Core4 CRM, Core3 CRM, Core2 CRM, Core2 Invoices, FM Work Orders, OrgPlanner, Music Director Pro and IT Asset Manager as well as a suite of FileMaker Pro plug-ins that allow FileMaker Pro to integrate with third party applications including Outlook, QuickBooks, Apple’s Address Book and iCal, PDF forms, credit card processing, digital signatures and biometric fingerprint scanners.

In addition to building custom and off-the-shelf FileMaker Pro solutions and plug-ins, Productive Computing, Inc. is a full service FileMaker Pro hosting company. FileMaker hosting services allow customers to host their own FileMaker Pro solutions on Productive Computing servers in the cloud instead of purchasing and supporting the necessary server infrastructure themselves. These same servers also provide the infrastructure for customers who would prefer to subscribe to Productive Computing’s Core4 CRM, Core3 CRM, Core2 CRM, and FM Work Orders products under a SaaS (Software as a Service) pricing model.

Productive Computing, Inc. is one of only a few companies in the United States to have earned the highly respected platinum level membership within the FileMaker Business Alliance and recently won the exclusive FileMaker Business Alliance “Partner of the Year” award.

Productive Computing, Inc.
950 Boardwalk, Suite 205
San Marcos, CA 92078
www.ProductiveComputing.com
sales@productivecomputing.com
(760) 510-1200

Press Contacts:
Productive Computing, Inc.
Keith Larochelle
(760) 510-1200

Integrate FileMaker Pro and QuickBooks

May 3rd, 2013
  • Post and query data from a FileMaker Pro database to a QuickBooks accounting system using Productive Computing’s FM Books Connector plug-in.

By Kitty Kane, Dynamic Business Solutions

Many of my clients use QuickBooks to manage their accounting, so it’s important for me to have a cost-effective database solution that integrates with QuickBooks without involving a lot of extra steps. With FM Books Connector, you can easily bring the two applications together to work seamlessly as one.

FM Books Connector is a plug-in from Productive Computing that gives you control of QuickBooks via a two-way real-time integration. With it, you can Add, Edit, Delete, or Query virtually any QuickBooks data from FileMaker Pro.

One of the advantages of FM Books Connector is you don’t have to learn or know QuickBooks eXtensible Markup Language (qbXML) to use it. Similar to XML, it’s the core language for electronic exchange, creation, and management of accounting and other business data from QuickBooks.

Like most developers, I hate reading manuals. If a product isn’t somewhat self-explanatory, I tend to move on quickly. When I first downloaded and experimented with FM Books Connector, I was surprised by how quickly I was able to begin posting invoices from the supplied demo file.

I decided to take a closer look, so from the demo I started to review the scripts, which are easy to read and well-commented. It all looked pretty simple, but I was still a little hesitant because in my experience, after I try to replicate the fields and scripts to my own solution, it never works the same.

I spent about two hours importing scripts and updating field names with my live data. To my surprise, I had successful results!

Getting Started
When you download a demo of FM Books Connector, you also receive a folder containing:
• Plug-in, which you place in your FileMaker extension folder
• FileMaker demo file, which is an unlocked FileMaker Pro database with live examples and working scripts you can use for your own experimentation.
• Functions Guide that gives listings of external functions and expected parameters.
• Developer’s Guide, a helpful guide filled with instructions, code, and links to video tutorials at http://www.fmbooksconnector.com

In the FileMaker demo file, you’ll find several examples that show you:
• How to post a new customer to QuickBooks
• How to pull customers into FileMaker Pro
• How to update a customer in QuickBooks
• How to post an invoice to QuickBooks
• How to pull invoices into FileMaker Pro
• How to pull a customer balance into FileMaker Pro

The demo plug-in is a full working version. You can use it up to 30 days with 2 hour sessions of posting, programming, and testing before it times out.

Now that I had copied predefined scripts from the example, I started to venture off into areas not covered in the demo. With little to no knowledge of the plug-in, I began to build my own scripts, but when I posted a check for the first time, I received an error message. The message was clearly defined, but I didn’t know what was wrong. Rather than consulting the manual, I called Productive Computing. Not only did Productive Computing answer the phone, when I described my error message, they quickly gave me an explanation of the error and how to resolve it.

Posting error messages
There are some important things to know to help you troubleshoot and understand what QuickBooks requires to successfully post an invoice:
• Make sure your customer/vendor exists in QuickBooks
• You can post and validate records using either the ListID or FullName. The ListID usually refers to a QuickBooks record ID and the FullName refers to the actual QuickBooks displayed name.
• Make sure your invoice detail includes an existing quantity.
• Make sure your invoice items code exists and matches exactly in the QuickBooks items table.
• Your script code is case sensitive.
• FM Books Connector plug-in requires the person doing the posting to have the plug-in installed and QuickBooks open to post.
When you add and test the script to post data to QuickBooks, you’ll get helpful error codes if your data didn’t post successfully. There’s also a special function that exposes the XML generated behind the scenes for advanced programmers who understand and want to troubleshoot the XML.

The “Check for Errors” script is the same for all scripts and required before you can do anything else. It checks that you’ve installed the FM Books Connector plug-in correctly and the data you are posting is valid and complete according to QuickBooks.

FM Books Connector

Take it for a test drive
After experimenting with the code Productive Computing supplies, you’ll probably want to start branching out on your own. I’ll walk you through an example of how to duplicate and modify existing scripts to create new scripts for Creating/Editing Vendors and Posting Checks.

For my example of modified scripts, I used one FileMaker Pro database with the following table listings.
Interface – All global data for generating XML coding pasted or posted to QuickBooks.
Contacts – One file containing customers and vendors.
Transaction – Check header data, to include check number, check date, check amount, Vendor (Pay to the order of), and memo.
TransactionDtl – Detailed lines showing item included on the check.

Using Productive Computing supplied scripts on how to post a Customer and Invoice, I simply duplicated and modified the “Push Customer to QB” script to create a new script called “Push Vendor to QB.” I also duplicated and modified the “Edit Customer to QB” to create a new script called “Edit Vendor to QB.”

If your VendorListID already exists in QuickBooks, you only have to present the VendorListID and VendorEditSequence to update your vendor record to QuickBooks.

I then created a third script in which I combined my Add Vendor script and my Edit Vendor script into one script called New/Update Vendor that checks to see if the vendor is in QuickBooks by checking if the VendorListID is present. If the VendorListID doesn’t exist, FileMaker Pro pushes the new Vendor to QuickBooks and returns a Vendor List ID.

Additionally, I duplicated the Push Invoice to QB script from the FM Books Connector database. You can modify a couple of lines in the script to create a new script for posting checks to QuickBooks. The script first checks the transaction record to see if the check payee has previously posted to QuickBooks. If the payee has not yet been posted, the script will first post the vendor and then post the check.

Before FileMaker Pro can post your check to QuickBooks, it requires you to have created the vendor. Use the VendorListID to check for the List ID before attempting to post the check. If the vendor doesn’t exist in QuickBooks, the Push Vendor and Post Check script uses an if statement to ensure the vendor is added first. After you add the vendor, you can now post your checks. If your payee/vendor already exists in QuickBooks, you only have to present the VendorListID and post your check. You can duplicate and modify the Get Customer Edit Sequence script to create a new script called Get Vendor Edit Sequence. This script checks the vendor edit sequence before updating the record to make sure the information you want to post is the most current data.

Rather than reinventing the wheel and rebuilding all the scripts and fields required for integration with QuickBooks, you may be wondering if you can save time by using Productive Computing’s supplied file. The answer is yes; however, if you use the file provided, be sure to deactivate the open script, which is programmed to delete all data each time the user restarts.

After building and installing my new scripts, I began to test posting my data to my clients’ live QuickBooks database. Although everything didn’t go 100 percent smoothly (but what does?), I now had a clear understanding of how to troubleshoot my errors, and felt confident that if I needed further assistance, Productive Computing was just a phone call away.

I was so impressed, I even started to read the manual.

Pros:
• Do not need to learn qbXML to use
• View account real-time accounting activity
• Affordable one-time cost
• Easy registration
• Offers resale program for FileMaker developers
• Does not require fields to be formatted for QuickBooks to accept
• Productive Computing offers superior customer service

Cons:
• Only works on a PC; plans for a Mac version will be implemented if Intuit releases the qbXML SDK that is compatible with the Macintosh version of QuickBooks
• You must have administrative access to set up the plug-in for the first time

Great things to know…
The Intuit Developer Network is free to join and can be beneficial for gaining new customers who are currently using QuickBooks and may need assistance integrating with FileMaker Pro.

FM Books Connector is Now QuickBooks 2013 Compatible!

November 5th, 2012

FOR IMMEDIATE RELEASE

San Diego, CA – November 5, 2012 – Productive Computing, Inc., a Platinum member of the FileMaker Business Alliance, is proud to announce the compatibility of our FM Books Connector with Intuit® QuickBooks 2013 US, Canadian, UK and Australian editions. The FM Books Connector is a FileMaker Pro plug-in that is a bi-directional data conduit used for exchanging data between QuickBooks and FileMaker Pro.

The FM Books Connector starts at $199.95 for a single user. Existing FM Books Connector customers may purchase an upgrade of this new release at a 50% discount.

For more information on the FM Books Connector please visit http://www.FMBooksConnector.com to download a product demo, view the tutorial videos, or read the product documentation.

Plug-in Integration and FileMaker Pro Support:
Want help getting a plug-in professionally installed into your FileMaker solution? Do you have other database enhancements you would like to have programmed? We can help!

The process is easy – complete our online Request For Quote form (RFQ) or call us directly at (760) 510-1200 and one of our certified developers can work with you on improving your solution today.

About Productive Computing, Inc.
Since 1996, Productive Computing, Inc. has been helping its customers become more efficient and profitable by implementing custom software solutions using FileMaker Pro. Utilizing FileMaker Pro as a rapid application development tool, their certified FileMaker developers can create custom applications that a business can run on their Windows or Macintosh desktop computers, in a web browser, on an iPad or iPhone or shared simultaneously on all of these platforms.

Productive Computing, Inc. also produces several off-the-shelf productivity solutions such as Core4 CRM, Core3 CRM, Core2 CRM, Core2 Invoices, FM Work Orders, OrgPlanner and IT Asset Manager as well as a suite of FileMaker Pro plug-ins that allow FileMaker Pro to integrate with third party applications including Outlook, QuickBooks, Apple’s Address Book and iCal, PDF forms, credit card processing, digital signatures and biometric fingerprint scanners.

In addition to building custom and off-the-shelf FileMaker Pro solutions and plug-ins, Productive Computing, Inc. is a full service FileMaker Pro hosting company. FileMaker hosting services allow customers to host their own FileMaker Pro solutions on Productive Computing servers in the cloud instead of purchasing and supporting the necessary server infrastructure themselves. These same servers also provide the infrastructure for customers who would prefer to subscribe to Productive Computing’s Core4 CRM, Core3 CRM, Core2 CRM, and FM Work Orders products under a SaaS (Software as a Service) pricing model.

Productive Computing, Inc. is one of only a few companies in the United States to have earned the highly respected Platinum level membership within the FileMaker Business Alliance and recently won the exclusive FileMaker Business Alliance Partner of the Year award.

Productive Computing, Inc.
950 Boardwalk, Suite 205
San Marcos, CA 92078
http://www.productivecomputing.com
info@productivecomputing.com
(760) 510-1200

Press Contacts:
Productive Computing, Inc.
Keith Larochelle
(760) 510-1200

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FM Books Connector is Now QuickBooks 2012 Compatible!

October 28th, 2011

San Diego, CA – October 28, 2011 – Productive Computing, Inc., a Platinum member of the FileMaker Business Alliance, is proud to announce the compatibility of our FM Books Connector version 4 with QuickBooks 2012 US, Canadian, UK and Australian editions!  The FM Books Connector is a FileMaker Pro plug-in that is a bidirectional data conduit used for exchanging data between QuickBooks and FileMaker Pro.

The FM Books Connector starts at $199.95 for a single user. Existing FM Books Connector customers can purchase an upgrade to this new release at a 50% discount. www.FMBooksConnector.com

Should you have any questions regarding the information above please do not hesitate to post to our forum at www.productivecomputing.com/forum.

Follow all Productive Computing, Inc. product and service updates on:

Twitter: http://twitter.com/ProdComp

FaceBook: http://www.facebook.com/pages/San-Marcos-CA/Productive-Computing-Inc/74665198532

Plug-in Integration and FileMaker Pro Support:
Want help getting this plug-in professionally installed into your FileMaker solution?  Do you have other database enhancements you would like to have programmed?  We can help!

The process is easy – complete our online Request a Quote (RFQ) (http://www.productivecomputing.com/rfq) form or call us directly at 760-510-1200 and one of our certified developers can work with you on improving your solution today.

About Productive Computing, Inc.
Since 1996, Productive Computing, Inc. has been helping its customers become more efficient and profitable by providing a solid foundation of indispensable technology consulting and FileMaker Pro development services.  Productive Computing, Inc. also produces several software solutions such as Core3 CRM, Core2 CRM, Core2 Invoices, FM Work Orders, OrgPlanner and IT Asset Manager as well as a suite of FileMaker Pro plug-ins that allow FileMaker Pro to integrate with third party applications including Outlook, QuickBooks, Constant Contact, Entourage, the Apple Address Book, Apple Mail and iCal, PDF forms, digital signatures, credit card processing and biometric fingerprint scanners.

Productive Computing, Inc. is one of only a few companies in the United States to have earned the highly respected Platinum level membership within the FileMaker Business Alliance and was recently awarded the exclusive FileMaker Business Alliance Partner of the Year award.

Productive Computing, Inc.
950 Boardwalk, Suite 205
San Marcos, CA  92078

http://www.productivecomputing.com

info@productivecomputing.com
(760) 510-1200

Press Contacts:
Productive Computing, Inc.
Keith Larochelle
(760) 510-1200

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Author: Categories: FM Books Connector Tags:

FM Books Connector is Now QuickBooks 2011 Compatible!

November 19th, 2010

FOR IMMEDIATE RELEASE

San Diego, CA – November 10, 2010 – Productive Computing, Inc., a Platinum member of the FileMaker Business Alliance, is proud to announce the compatibility of our FM Books Connector with QuickBooks 2011.  The FM Books Connector is a FileMaker Pro plug-in that is a bidirectional data conduit used for exchanging data between QuickBooks and FileMaker Pro.

The FM Books Connector starts at $199.95 for a single user. Existing FM Books Connector customers can purchase an upgrade to this new release at a 50% discount. www.FMBooksConnector.com

Should you have any questions regarding the information above please do not hesitate to post to our forum.

Follow all Productive Computing, Inc. product and service updates on Twitter / FaceBook

Plug-in Integration and FileMaker Pro Support:
Want help getting this plug-in professionally installed into your FileMaker solution?  Do you have other database enhancements you would like to have programmed?  We can help!

The process is easy – complete our online Request a Quote (RFQ)  form or call us directly at 760-510-1200 and one of our certified developers can work with you on improving your solution today.

About Productive Computing, Inc.:

Since 1996, Productive Computing, Inc. has been helping its customers become more efficient and profitable by providing a solid foundation of indispensable software and computer support services. These services include custom FileMaker Pro database development, consulting, IT support and hosting services. Productive Computing, Inc. also produces several software solutions such as Core2 CRM, Core2 Invoices, OrgPlanner and IT Asset Manager as well as a suite of FileMaker Pro plug-ins that allow FileMaker Pro to integrate with third party applications including Outlook, QuickBooks, Entourage, the Apple Address Book and iCal, PDF forms, digital signatures and biometric fingerprint scanners.

Productive Computing, Inc. is one of only a few companies in the United States to have earned the highly respected Platinum level membership within the FileMaker Business Alliance and recently won the exclusive FileMaker Business Alliance Partner of the Year award.