Archive for the ‘FM Books Connector’ Category

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:

FM Books Connector Now Available for QuickBooks 2015

October 13th, 2014

FM Books Connector


For Immediate Release:
San Diego, CA – October 13, 2014 – Productive Computing, Inc., a Platinum member of the FileMaker Business Alliance, is proud to announce the release of the FM Books Connector compatibility with Intuit® QuickBooks 2015 Pro, Premier and Enterprise 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. 


Updates for FM Books Connector for Windows include:

– Added support for QuickBooks 2015 Pro, Premier, and Enterprise US editions

– Added support for QuickBooks 2015 UK and Canadian editions

– Added support for Reckon Accounts 2014 (Australia)

– Updated to resolve errors received when calling PCQB_ZParseXML


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 please visit to download a product demo, view the tutorial videos, or read the product documentation.


Also available for QuickBooks Online, use the FM Books Connector Online Edition.  For details please visit:



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

FM Books Connector is Now QuickBooks 2014 Compatible!

December 9th, 2013


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 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
(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

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.

• 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

• 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.