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Archive for the ‘Core5 Starter Edition’ 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.

macOS High Sierra Compatibility

October 17th, 2017

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macOS High Sierra was released on September 25 and we worked diligently to test and update each of our plug-ins to confirm compatibility with the new OS. If you have updated to High Sierra make sure you download an updated plug-in.

Each plug-in comes with an updated demo file and many plug-ins feature new functionality, updated documentation, and bug fixes.

Plug-ins:
FM Books Connector Online v2.0.3.1: Available for client or server-side deployment and compatible with FileMaker Cloud, the FM Books Connector Online Edition connects FileMaker with QuickBooks Online. Users can save time and money by eliminating double entry of contacts, invoices or sales transactions. This release also includes additional plug-in enhancements and functionality.

Address Book Manipulator v4.0.2.1: The Address Book Manipulator allows users to update all contacts in FileMaker or Apple Contacts and then easily push the information from one application to the other, ensuring contact information is always up-to-date.

iCal Manipulator v2.0.2.1: The iCal Manipulator plug-in directly connects FileMaker with Apple Calendar. The plug-in supports multiple calendars, recurring events, and tasks. This release also includes additional plug-in enhancements and functionality.

FM Credit Card v2.0.0.0: Available for client and server-side deployments, FM Credit Card connects a user’s FileMaker solution to their preferred merchant services provider. Productive Computing also offers low-priced, basic integration packages for this plug-in.

PDF Manipulator DC v1.0.2.1: The PDF Manipulator DC Edition enables users to create a searchable document management system and process forms faster by extracting and inserting data between PDF form fields and FileMaker.

File Manipulator v4.0.2.1: File Manipulator can copy, move, rename, or delete files and folders directly from a FileMaker solution. In addition, it can compress and encrypt file data with password protection, as well as decompress and decrypt file data.

Change Printer v4.0.8.1: The Change Printer plug-in automatically changes printers, sets optional printing attributes, facilitates the coordination of large and complex print procedures, and easily switches between various types of printers/drivers.

Solutions:
Core5 Starter Edition v1.0.2.1: The Core5 Starter Edition is an intuitive and easy-to-use CRM solution. Pre-configured to connect with QuickBooks Desktop or Online, the Core5 is designed to be easy to customize and immediately deployable.

Core4 CRM v3.0.0.5: Core4 is a robust and expandable CRM solution. This business tool allows users to track everything from contacts to sales transactions and calendar appointments to notes and documents. The Core4 can connect with QuickBooks and Outlook for Windows, Apple Contacts, and Apple Calendar.

For additional information on product functionality, updates, and integration details, please contact sales@productivecomputing.com or call 760-510-1200.

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.

Setting up your Core5 Starter Edition with QuickBooks Online

May 31st, 2017

In order to setup your Core5 Starter Edition CRM with your QuickBooks Online file, there are a number of steps you need to take.

We have a few of videos that walk you through how to install and register the client-side plug-in (on Windows and Mac), as well as how to authenticate your plug-in with your QuickBooks file.

Here are comprehensive instructions on how to setup your Core5 Starter Edition file with the FM Books Online Edition server-side plug-in.

1. Go to Preferences and locate the QuickBooks tab.

2. Check the box to indicate that you intend to integrate your Core5 Starter Edition with QuickBooks.

3. On the FM Books Connector tab click on the QuickBooks Online button.

4. Then check the box asking if you would like to use this plug-in on the server

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Hosting your file and installing your server-side plug-in:

Before using the plug-in, you will need to host your file. In order to host the file, you need to have access to an account on the server – you either have to be an admin or part of an admin group.

Here are instructions on how to host a file.

Start at 1:08 for instructions on how to host your file and then install the plug-in.

From minute 2:19 – 3:15 the video reviews how to install the plug-in on your server and typical errors that you might encounter trying to install it – as well as how to fix those issues.

If you prefer step by step instructions:

To host the file Go to File >> Sharing >> Upload to FileMaker Server

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1. Select “local hosts” in the Hosts drop down.
2. Select the server you wish to load it on to.
3. Enter server credentials and click next.

It will prompt you that Core5 needs to be closed before it can proceed with the upload.
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You will select Core5.fmp.12 to be uploaded and click upload.
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The Core5 file will upload. Then you can select Done and the Core5 will reopen automatically.
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The next step is to install and register your plug-in:

1. Click install – this will install the local (client) version of the plug-in on your computer and the server-side copy on the server.

2. Enter your license ID in the License ID field and click register. The plug-in will now be running in live mode.
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Test Connections:
The last step is to test your connection – this will authenticate the Core5 Starter Edition with your QBO file.

At this step the process will differ depending on whether you’re on a Mac or Windows Computer.

Windows:
Clicking test connection will bring up a web browser. Log into your QBO account then click authorize on the next window – you are authorizing the sharing of your data between QBO and our FM Books Online plug-in.

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You will then need to copy the session ticket that appears in the browser window.
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Then paste the ticket into the popup window in your Core5 and click OK.
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The Core5 will then indicate that you have successfully connected to QBO.
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Mac:

Click test connection.

Instead of being redirected to a web page like with Windows, there will be a popup window – log into your QBO file via this window and then click authorize on the next window – you are authorizing the sharing of your data between QBO and our FMBOE plug-in.

You will not need to copy and paste the session ticket, as the Mac OAuth process handles all of that. The Core5 will then indicate that you have successfully connected to QBO.

You can now proceed to the QuickBook Import tab to pull in all Items, Taxes, Vendors, and Customers from your QBO file to the Core5 Starter Edition.

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