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Archive for the ‘FM Books Connector’ Category

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

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.

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

October 20th, 2016

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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.

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

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

 

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

 

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

 

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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.

 

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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 www.Core5CRM.com for more details, to request your free runtime, and for additional product and training resources.