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Archive for the ‘FM Books Connector’ Category

Core5 Starter Edition CRM – Integrating FileMaker with QuickBooks

November 1st, 2017

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The Core5 Starter Edition CRM comes with an impressive level of QuickBooks integration right out of the box. It can connect to QuickBooks Desktop or Online.

Core5 is preconfigured to:
1. Import Items, Taxes, Customers, and Vendors from QuickBooks
2. Push contacts to QuickBooks
3. Push invoices to QuickBooks
4. Pull balance due for invoices
5. Pull most recent payment date

It also has the ability to set flags on customer or invoice records to notify the user that something has been updated and the customer or invoice record needs to be re-pushed to QuickBooks.

The Core5 can do single record or batch pushes and pulls of contacts, invoices, and payment information.

How to add a new contact to QuickBooks

When you create a new contact there will be a red icon on the record – this indicates the contact is not in QuickBooks. Click “Push to QB” to push the single, new record.

Once it has successfully pushed, the icon will turn green.

If a contact record has already been pushed to QuickBooks, but has been updated – the QB icon will turn orange – indicating it needs to be re-pushed.

Here is a quick video demoing this:
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If you added or edited multiple records, you can push them all to QuickBooks at one time from the Dashboard.

On the Contacts tab, there is a “Push All to QB” button. This will call a script that looks for all new and updated records and pushes them all to QuickBooks at one time.

If you wish to not push a specific record, you can click the omit checkbox and that record will not be pushed.

Here is another quick video showing these actions:
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How to push an invoice to QuickBooks

One of the nice things about the Core5 Starter Edition is its consistency. It is almost the same process to push an invoice to QuickBooks as it is a customer.

Once an invoice is complete, you can push the “Push to QB” button in the top left. The QB icon will be red if the invoice needs to be pushed to QuickBooks, orange if it needs to be re-pushed, and green if it has been pushed and is up-to-date in QuickBooks.

Check out the video below demonstrating this:

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Invoices can also be pushed en masse from the Dashboard. Similar to Contacts, you can click the “Push All to QB” button to push all new and updated invoices to QuickBooks. The omit checkbox will prevent a specific invoice record from being pushed.

Here is your final video:
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How to pull balance due and payment information
Once an invoice has been pushed to QuickBooks, payments can be recorded in QuickBooks and then pulled into the Core5.

To pull balance information, click the green money icon on the invoice record. This will bring over the invoice balance and the date of the most recent payment.

On the Dashboard, you can also do a batch pull of balances due.

Try Core5 yourself with our online WebDirect demo.

Need QuickBooks Licensing? We can give you a discount on Pro, Premier, Enterprise, and Online licensing.

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.

Get your QuickBooks Licensing at Discount Through Productive Computing

August 25th, 2017

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Big News! Well, if you’re a QuickBooks user or thinking of getting started with QuickBooks then this is big news! We are officially an authorized Intuit Reseller – meaning we can save you money on your QuickBooks licensing.

We pursued becoming an Intuit authorized reseller because we wanted to make it even easier for our clients to get up and running with their FileMaker and QuickBooks integrations; our aim was to create a one-stop shop for the convenience of our clients. Now you can purchase the FM Books Connector plug-in, FileMaker licensing, and QuickBooks licensing all from us. With our custom development services, we can even complete the integration for you – or help you with your FileMaker scripts.

Our QuickBooks offerings will focus on:
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QuickBooks Pro – the ideal accounting solution for your office with up to 3 users.

QuickBooks Premier – get all the features of Pro, plus industry specific features with up to 5 users.

QuickBooks Enterprise (Silver, Gold, and Platinum plans) – this is end-to-end business management with advanced user permissions and capabilities. Connect with up to 30 users!

QuickBooks Online (Simple Start, Essentials, and Plus plans) – get the flexibility you need to access your accounting files from anywhere and additional ease of use features that are not available with QuickBooks Desktop.

As an authorized reseller, we have the ability to resell any Intuit product, including Point of Sale hardware and software, Intuit Payroll, and QuickBooks Accountant licensing. Our clients can get their QuickBooks licensing at a discount and we will beat any advertised price. If you have unique license requirements or don’t see what you are looking for on our website – give us a call! We’ll work with you to get you what you want at the best price. Please email sales@productivecomputing.com or call 760-510-1200.

We have an entire suite of plug-ins and solutions that help you connect with your QuickBooks file:

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FM Books Connector plug-in– connects your FileMaker solution to your QuickBooks Desktop file (Windows only).
FM Books Connector Online plug-in – connects your FileMaker solution to (you guessed it) your QuickBooks Online file. This plug-in is available for client-side or server-side deployment for Windows server, Mac OS server, and FileMaker Cloud)
123sync – two fixed price integration packages offer you the ability to connect your FileMaker solution to your QuickBooks Desktop file – without the need for custom development.
Core5 Starter Edition – a starter FileMaker CRM that is preconfigured to connect with QuickBooks Desktop or Online.
Core4 CRM – a comprehensive FileMaker CRM that is preconfigured to connect to your QuickBooks Desktop file.

Why you should integrate QuickBooks with FileMaker:

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– Push data directly from your FileMaker app to your QuickBooks file – eliminating double data entry.

– Reduce the errors associated with re-keying data in QuickBooks from other applications, PDFs, or paper forms.

– Protect your QuickBooks file by using FileMaker as a central location for all customer account information.

– Give your employees access to up-to-date customer invoices and balance data so they can operate more efficiently.

For more information, please visit www.productivecomputing.com/QuickBooks-Desktop-Enterprise.

VSS V 2.4: How to Push Invoices and Pull Balances with QuickBooks

July 11th, 2017

If your VSS system is configured with QuickBooks (Desktop or Online) using our FM Books Connector plug-in, you can push invoices to and pull payment and balance information from QuickBooks.

Please contact PCI if you wish to configure VSS with QuickBooks.

Before we begin, it is important to note that VSS is equipped with colored icons that indicate an order’s status in QuickBooks:

1. Red: Has not been pushed to QB/ needs to be pushed
2. Orange: Order has been pushed to QuickBooks and it needs to be updated/ re-pushed to QuickBooks
3. Green: Order is up-to-date in QuickBooks

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VSS can push and pull information about cases one at a time or in batches, we’ll first cover how to push and pull information for a single case.

How to Push a Single Invoice to QuickBooks:
Once you have a completed order, you can push it to QuickBooks by locating the sync icon next to the “Pushed to QB” field.

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When you click this icon, you will see a series of popups as the invoice pushes. The first will ask if you wish to continue, the next will indicate the invoice is pushing, and the third will indicate if the invoice pushed correctly.

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After you have pushed the invoice, you will notice that the “Pushed to QB” field will indicate the date of the push and the icon next to the field will be green.

If you make edits to the line items on an order – such as fix a price or adjust a quantity – after it has been pushed to QuickBooks, the icon next to the “Pushed to QB” field will turn orange. You can then push the sync icon again and it will update the invoice in QuickBooks.

How to Pull an Invoice Balance or Paid On Date:
You can post payments in QuickBooks and pull over balance information to VSS. To pull payment information, click the sync icon next to the “Paid On” field.

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If your order has been paid in full then the Paid On field will populate with the date the invoice was paid. If your invoice has an open balance, you will get a popup stating the amount of the remaining balance and the “Paid On” field will remain blank.

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The More Info tab provides you with additional information such as the QuickBooks ID, the date the invoice was pushed QuickBooks, the last time the balance was checked, and the invoice’s current balance.

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How to View your Invoice in QuickBooks
To view your invoice in QuickBooks, you can go up to the top menu bar, click on the QB drop down list and click “View in QuickBooks”.

Your order must be pushed to QuickBooks before you can view it in QuickBooks.

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Clicking this option will open up the invoice in your QuickBooks file for easy reference and editing.

How to Push Multiple Orders to QuickBooks at One Time (Batch Pushing):
To push multiple orders to QuickBooks at once, you must first mark the order as reviewed.

When an order is received back from a captain, the status will change to “Ready to Process” and a button will appear that says “Mark as Reviewed”.

Once you have reviewed the order and confirmed that it is correct, you click the “Mark as Reviewed” button and the order’s status will change to “Reviewed”.

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When you are in list view, you can click the “Push Reviewed to QB” button and the system will push all orders marked as “Reviewed” to QuickBooks. If you have modified an order that has been pushed to QuickBooks and the icon is orange, this “Push Reviewed to QB” will also push modified orders to QuickBooks again.

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You can also use the list view to do a mass pull of balances. The pull balances button will query QuickBooks for any balances due or paid invoices and update the system appropriately.

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