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Posts Tagged ‘FileMaker to QuickBooks Integration’

6 Reasons to Switch to FM Books Online Server Side Plug-in

February 3rd, 2017

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You asked. We listened.

The main driving forces behind your business are clients and revenue – so why not connect the two?

The FM Books Connector Online Edition plug-in connects FileMaker with QuickBooks Online and enables users to push and pull contacts, invoices, and other sales transactions.

A FileMaker and QuickBooks integration not only eliminates double entry but also provides your staff with quick access to pertinent financial data (like customer balances and invoice information) without multiple people accessing your sensitive QuickBooks company file. Check out the video below for an overview of the FM Books Connector Online Edition plug-in features and benefits.
 
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Now we have six new reasons for you to love our FM Books Connector Online Edition.

1. It is compatible with FileMaker Server 14 -15, Mac and Windows.

2. Now, multiple users can post to QuickBooks from multiple devices. Your front office staff can connect on their desktops with FileMaker client, your accountant can update items in FileMaker from her house – using a web browser and FileMaker WebDirect, and your sales reps can update client information or push invoices to QuickBooks on the road – from an iPhone or iPad via FileMaker Go. A server-side plug-in allows users to truly capitalize on the mobility of QuickBooks Online.

3. Faster load times than client-side plug-ins, meaning you get more work done in less time.

4. The convenience of only needing to install the plug-in one time in one location, versus having to install it on every users’ computer (and no more having to deal with reinstallations or transferring licenses from machine to machine).

5. For just $450 a year, you can have unlimited users per server – no more need for five, ten, or 20 users licenses. Now it is painless and easier than ever to add new users as your company grows.

6. Ability to connect with multiple QuickBooks Online company files. This is especially helpful if you are an accounting agency that is contracted to manage multiple clients or your company recently acquired a second firm and is undergoing a merger, or if you are a corporation that has multiple divisions that require their own dedicated company files.

The possibilities are endless.

This version release (2.0.1.0) includes:

– An updated demo file to introduce and familiarize users and developers with the new server functionality.
– New video for step by step instructions on how to install the plug-in on the server.
– Updated documentation for easier development and integration.

FM Books Connector Online Edition is available for an annual rate of $200 for a single user (Client license – no server-side functionality) and $450 for unlimited users (Server license). Every Server license includes a client license for developmental purposes.

For more information on the FM Books Connector Online Edition plug-in, visit www.fmbooksconnectoronline.com or call 760-510-1200.

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.

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: www.fmbooksconnector.com or call 760-522-2874.