Archive for the ‘FM Books Connector’ Category

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

October 20th, 2016


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.


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




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





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




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




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.






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 for more details, to request your free runtime, and for additional product and training resources.

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: or call 760-522-2874.

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.

Don’t Procrastinate… Stay up-to-date! FM Books Connector is Now QuickBooks 2016 Compatible!

September 29th, 2015

Just in time for the new QuickBooks 2016 version—we’re releasing our latest FM Books Connector plug-in v, which is conveniently compatible with QuickBooks 2016.

Now you have no excuse to delay your upgrade.
Updates for FM Books Connector v include:
– Added support for QuickBooks 2016 Pro, Premier, and Enterprise US editions
– Updated demo file
– Minor bug fix (Note: that’s singular—just one little bug)
Never heard of FM Books Connector? It’s only the best plug-in on the market to push and pull data between FileMaker and QuickBooks—but that’s just our humble opinion.

This FileMaker Accounting plug-in opens up the Intuit® QuickBooks application like never before.

Save time and energy by eliminating double entry of contacts, invoices or sales transactions.

Provide financial data to your staff without having multiple people accessing your sensitive QuickBooks company file(s).

Streamline your work flow by giving your staff the information they need while protecting your critical financial data.

Using QuickBooks Online? We’ve got you covered there too! Check out our FM Books Connector Online plug-in.

Want more reasons to check out FM Books Connector? Well, we’ve got ‘em. The plug-in allows you to PUSH AND PULL:

Customer Records: By only needing to create a single entry versus different departments making multiple entries, you can save yourself and your colleagues precious key strokes.

Invoices: Staff can create, send, modify, and accept payments regardless of which department they work.

Payment and Balances: Everyone has quick access to view customer balances. No more of this “the check’s in the mail” nonsense.

Inventory: Easily keep the books balanced between accounting and sales.

Timer Entries: Effectively eliminate double entry, reduce labor time, and ensure accuracy.
FM Books Connector also allows for access to additional modules including:
– Chart of Accounts
– Bills and Checks
– Lists
– Items and Inventory
– Jobs
– Deposits
– Employees
– Reports
– Sales Orders and Purchase Orders
– Templates, Vendors, and General Journal Entries
You get the point
We’re currently testing FM Books Connector’s compatibility with QuickBooks 2016 UK and Canadian editions, as well as Australia’s Reckon Accounts 2015. However, we were just too excited to wait, so stay posted for further compatibility updates.

Check out the newest version of FM Books Connector at

Pssst! If you’re looking for an easy way to integrate FM Books Connector with your system or looking for a new CRM system all together, make sure you check out our CORE4 Solution.

A Word of Caution:
Successful integration of FileMaker plug-ins require the creation of integration scripts within your FileMaker solution.

Translation: intermediate to advanced experience with FileMaker Pro, especially in the areas of scripting and calculations, is necessary to integrate this plug-in.

Take a look at our overview videos, demo scripts, and product documentation to see if you have what it takes. Don’t worry if you don’t – we can do it for you!

We’re always here to help! We also offer professional plug-in integration support. If you’d like the pros who created FM Books Connector to assist you with integrating the plug-in into your system, contact or call 760-510-1200.

Author: Categories: FM Books Connector Tags:

PCI Announces New FM Books Connector Mac Template

November 6th, 2014

SAN DIEGO, CA – November 6, 2014 – Productive Computing, Inc. announces the release of a free utility tool for Macintosh-based developers that works hand in hand with the FM Books Connector for Windows.  The FM Books Connector Mac Template plug-in is a template file that allows Mac FileMaker developers to write scripts from a Mac operating system to be used with the Windows based FM Books Connector plug-in and Intuit’s QuickBooks desktop applications.  All functions available to the FM Books Connector plug-in for Windows are also available in the FM Books Connector Mac Template.  However, one important difference is that the Mac Template has zero functionality implemented within it.  The FM Books Connector Mac Template will not perform any actual data transfer between FileMaker Pro and QuickBooks desktop.

The intent of the FM Books Connector Mac Template plug-in is to provide a useful tool for Mac-focused developers and integrators of the FM Books Connector plug-in to carry out their development from their preferred environment.  For example, a Mac-based FileMaker developer could use the FM Books Connector Mac Template plug-in to write up an entire script for pushing a found set of customer records to QuickBooks on their OS X development machine, and then access the same script in FileMaker Pro on a Windows machine and perform testing and refinement to ensure the script is functioning as intended without the need to rewrite the entire script or comment/uncomment every plug-in function call.

The FM Books Connector Mac Template plug-in requires no registration, no extra installations or required resources.  To get started, simply download the FM Books Connector Mac Template from the link below.  Unzip the bundle and install the “PCFMBooksConnector.fmplugin” file into the FileMaker Pro Extensions folder, or install using the “Install Plug-in” script step (available in FileMaker Pro 12 and newer) and the plug-in is set up and ready for scripting.

For the FM Books Connector Mac Template click here:

For more information regarding FM Books Connector for Windows please visit:

Important Note:  The FM Books Connector Mac Template is for development purposes only.  For full functionality to communicate directly with QuickBooks for Windows the full version of the FMBooks Connector plug-in is required.  Unfortunately, communication of any kind to the Macintosh version of QuickBooks is not available since Intuit does not have a Mac compatible Software Development Kit (SDK).

Author: Categories: FileMaker Plug-ins, FM Books Connector Tags: